+124.8%
AAPL vs INDA
+4.5%
+120.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.7% | +4.4% |
| 7D | -0.5% | -3.6% | +3.1% | +2.2% |
| 30D | +7.1% | -4.0% | +11.1% | +10.2% |
| 3M | +12.1% | +1.7% | +10.4% | +10.5% |
| 6M | +25.4% | -3.6% | +29.1% | +28.4% |
| YTD | +20.5% | -11.0% | +31.4% | +31.1% |
| 1Y | +44.5% | -9.5% | +54.0% | +54.9% |
| 3Y | +85.8% | +7.6% | +78.1% | +67.6% |
| 5Y | +124.8% | +4.8% | +120.0% | +102.3% |
| All | +124.8% | +4.5% | +120.3% | +102.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling