+1,278.0%
AAPL vs INDA
+84.7%
+1,193.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.8% | +1.2% |
| 7D | +3.8% | -2.7% | +6.5% | +5.5% |
| 30D | +9.9% | -2.8% | +12.7% | +11.7% |
| 3M | +12.5% | +1.6% | +10.9% | +11.3% |
| 6M | +27.6% | -1.4% | +29.0% | +28.4% |
| YTD | +22.6% | -10.1% | +32.7% | +30.4% |
| 1Y | +45.0% | -8.8% | +53.8% | +52.6% |
| 3Y | +87.8% | +7.6% | +80.1% | +77.7% |
| 5Y | +128.7% | +5.8% | +122.9% | +118.6% |
| All | +1,278.0% | +84.7% | +1,193.3% | +898.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling