-34.2%
ACI vs INDA
-9.3%
-24.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.2% |
| 7D | -7.1% | -3.6% | -3.4% | -6.9% |
| 30D | -4.5% | -4.0% | -0.5% | -4.3% |
| 3M | -22.3% | +1.7% | -24.0% | -22.0% |
| 6M | -28.4% | -3.6% | -24.8% | -27.7% |
| YTD | -29.5% | -11.0% | -18.5% | -29.0% |
| 1Y | -34.2% | -9.5% | -24.7% | -31.7% |
| All | -34.2% | -9.3% | -24.9% | -31.7% |
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