+546.8%
INTU vs INDA
+115.1%
+431.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.3% | -3.4% |
| 7D | -7.1% | +0.7% | -7.8% | -7.4% |
| 30D | +1.5% | -0.8% | +2.2% | +1.9% |
| 3M | +10.7% | +3.9% | +6.7% | +8.2% |
| 6M | -23.8% | -0.7% | -23.1% | -24.0% |
| YTD | -49.3% | -7.7% | -41.6% | -47.4% |
| 1Y | -49.7% | -5.1% | -44.6% | -48.7% |
| 3Y | -38.0% | +13.6% | -51.7% | -43.3% |
| 5Y | -38.7% | +7.8% | -46.5% | -41.8% |
| 10Y | +221.3% | +84.6% | +136.7% | +127.9% |
| All | +546.8% | +115.1% | +431.7% | +320.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded INDA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling