+32.5%
ACGL vs INDA
+13.0%
+19.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -0.7% | +0.7% | -1.5% | -0.9% |
| 30D | -1.0% | -0.8% | -0.2% | -0.8% |
| 3M | +11.0% | +3.9% | +7.1% | +10.0% |
| 6M | -0.3% | -0.7% | +0.4% | -0.2% |
| YTD | +2.3% | -7.7% | +9.9% | +4.4% |
| 1Y | +6.4% | -5.1% | +11.5% | +7.5% |
| All | +32.5% | +13.0% | +19.5% | +34.1% |
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