+86.6%
AA vs INDA
+9.0%
+77.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.2% | +4.8% |
| 7D | +1.7% | -1.0% | +2.6% | +2.3% |
| 30D | +3.3% | -2.5% | +5.9% | +5.3% |
| 3M | -29.4% | +4.0% | -33.4% | -31.6% |
| 6M | -12.8% | -1.8% | -11.0% | -12.0% |
| YTD | -2.1% | -9.2% | +7.0% | +6.1% |
| 1Y | +62.8% | -7.2% | +69.9% | +71.8% |
| All | +86.6% | +9.0% | +77.6% | +43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling