+68.1%
ACWI vs INDA
+7.2%
+60.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.2% | +0.6% |
| 7D | +1.1% | -1.0% | +2.1% | +1.7% |
| 30D | -0.2% | -2.5% | +2.3% | +1.5% |
| 3M | +4.7% | +4.0% | +0.7% | +1.9% |
| 6M | +14.5% | -1.8% | +16.3% | +15.6% |
| YTD | +14.6% | -9.2% | +23.8% | +21.9% |
| 1Y | +21.4% | -7.2% | +28.6% | +27.0% |
| 3Y | +77.6% | +9.8% | +67.8% | +61.0% |
| 5Y | +68.1% | +7.5% | +60.6% | +51.2% |
| All | +68.1% | +7.2% | +60.9% | +51.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling