+70.6%
ACWI vs INDA
+15.9%
+54.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -1.0% |
| 7D | -2.4% | +6.6% | -9.0% | -5.7% |
| 30D | -5.2% | +10.4% | -15.6% | -10.2% |
| 3M | -4.8% | +1.5% | -6.4% | -5.6% |
| 6M | -1.3% | +1.7% | -3.0% | -2.3% |
| YTD | +8.4% | -5.8% | +14.2% | +11.3% |
| 1Y | +11.0% | -5.1% | +16.1% | +13.5% |
| 3Y | +70.6% | +16.0% | +54.6% | +53.9% |
| All | +70.6% | +15.9% | +54.6% | +53.9% |
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