+26.5%
ACGL vs INDA
-7.3%
+33.9%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.7% | 0.0% | +2.4% |
| 7D | +8.0% | +6.9% | +1.1% | +7.4% |
| 30D | +17.3% | +7.4% | +9.9% | +16.7% |
| 3M | +11.2% | -1.0% | +12.2% | +11.0% |
| 6M | +18.2% | +2.9% | +15.3% | +17.7% |
| YTD | +15.4% | -7.4% | +22.8% | +14.4% |
| 1Y | +26.5% | -7.4% | +33.9% | +25.6% |
| All | +26.5% | -7.3% | +33.9% | +25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling