+651.5%
ADI vs INDA
+84.7%
+566.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.0% | +3.9% | +4.2% |
| 7D | +4.6% | -2.7% | +7.2% | +6.7% |
| 30D | -1.2% | -2.8% | +1.6% | +0.8% |
| 3M | -7.8% | +1.6% | -9.4% | -8.8% |
| 6M | +19.3% | -1.4% | +20.8% | +20.6% |
| YTD | +40.9% | -10.1% | +51.1% | +52.0% |
| 1Y | +54.5% | -8.8% | +63.3% | +64.5% |
| 3Y | +123.4% | +7.6% | +115.8% | +112.2% |
| 5Y | +142.3% | +5.8% | +136.5% | +133.3% |
| All | +651.5% | +84.7% | +566.8% | +418.9% |
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 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