+55.0%
ACWI vs INDA
+8.0%
+47.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -1.2% |
| 7D | -2.4% | +6.6% | -9.0% | -6.4% |
| 30D | -5.2% | +10.4% | -15.6% | -11.3% |
| 3M | -4.8% | +1.5% | -6.4% | -5.9% |
| 6M | -1.3% | +1.7% | -3.0% | -2.6% |
| YTD | +8.4% | -5.8% | +14.2% | +12.4% |
| 1Y | +11.0% | -5.1% | +16.1% | +14.5% |
| 3Y | +70.6% | +16.0% | +54.6% | +48.4% |
| All | +55.0% | +8.0% | +47.0% | +39.1% |
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