+33.3%
ACI vs INDA
+89.3%
-56.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | +2.3% | +1.1% | +1.2% | +2.1% |
| 30D | +1.2% | +9.4% | -8.1% | -0.4% |
| 3M | +6.8% | +2.9% | +3.9% | +6.2% |
| 6M | -18.7% | +7.2% | -26.0% | -19.8% |
| YTD | -20.2% | -4.8% | -15.4% | -19.4% |
| 1Y | -23.7% | -5.1% | -18.7% | -23.0% |
| 3Y | -31.6% | +16.7% | -48.3% | -34.0% |
| 5Y | -42.8% | +8.8% | -51.5% | -44.7% |
| All | +33.3% | +89.3% | -56.0% | +19.1% |
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 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