+21.6%
ACI vs INDA
+78.7%
-57.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.3% | +3.1% |
| 7D | -3.7% | -2.7% | -1.1% | -3.2% |
| 30D | +0.6% | -2.8% | +3.3% | +1.1% |
| 3M | -20.3% | +1.6% | -22.0% | -20.5% |
| 6M | -24.7% | -1.4% | -23.2% | -24.5% |
| YTD | -27.2% | -10.1% | -17.1% | -25.7% |
| 1Y | -32.7% | -8.8% | -23.9% | -31.6% |
| 3Y | -43.9% | +7.6% | -51.5% | -45.0% |
| 5Y | -38.9% | +5.8% | -44.6% | -40.6% |
| All | +21.6% | +78.7% | -57.1% | +9.8% |
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