+133.5%
ADI vs INDA
+5.7%
+127.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.3% |
| 7D | +2.6% | -2.6% | +5.2% | +5.1% |
| 30D | -4.6% | -2.9% | -1.7% | -2.0% |
| 3M | -9.5% | +2.4% | -11.9% | -11.3% |
| 6M | +14.8% | -2.6% | +17.5% | +17.5% |
| YTD | +35.8% | -10.0% | +45.8% | +49.3% |
| 1Y | +48.9% | -7.7% | +56.6% | +59.2% |
| 3Y | +115.6% | +8.9% | +106.7% | +95.3% |
| All | +133.5% | +5.7% | +127.8% | +112.1% |
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