+20.4%
ACGL vs INDA
-4.7%
+25.1%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.7% |
| 7D | -1.1% | +6.1% | -7.2% | -1.6% |
| 30D | +13.1% | +11.7% | +1.4% | +12.2% |
| 3M | +9.8% | +2.1% | +7.7% | +9.3% |
| 6M | +15.3% | +3.2% | +12.1% | +14.8% |
| YTD | +12.7% | -4.9% | +17.6% | +11.2% |
| All | +20.4% | -4.7% | +25.1% | +19.0% |
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 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