+1,151.2%
ADI vs INDA
+111.6%
+1,039.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +1.3% |
| 7D | +2.4% | -1.0% | +3.4% | +3.1% |
| 30D | -6.6% | -2.5% | -4.0% | -5.1% |
| 3M | -9.8% | +4.0% | -13.8% | -11.9% |
| 6M | +15.7% | -1.8% | +17.5% | +17.0% |
| YTD | +35.1% | -9.2% | +44.3% | +43.3% |
| 1Y | +47.7% | -7.2% | +54.9% | +54.3% |
| 3Y | +114.5% | +9.8% | +104.6% | +103.1% |
| 5Y | +141.2% | +7.5% | +133.7% | +132.2% |
| 10Y | +611.3% | +80.8% | +530.5% | +402.3% |
| All | +1,151.2% | +111.6% | +1,039.6% | +723.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling