+227.1%
ACWI vs INDA
+112.6%
+114.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.4% | +1.3% |
| 7D | -0.7% | +3.1% | -3.8% | -2.4% |
| 30D | -2.0% | +11.3% | -13.3% | -7.7% |
| 3M | -2.2% | +3.0% | -5.1% | -3.9% |
| 6M | +1.9% | +6.5% | -4.7% | -1.8% |
| YTD | +12.0% | -4.6% | +16.5% | +14.6% |
| 1Y | +12.5% | -5.8% | +18.3% | +15.9% |
| 3Y | +75.4% | +16.8% | +58.6% | +59.2% |
| 5Y | +61.5% | +10.4% | +51.1% | +50.8% |
| 10Y | +227.1% | +116.8% | +110.3% | +119.0% |
| All | +227.1% | +112.6% | +114.5% | +119.0% |
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 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