+171.7%
ADM vs INDA
+83.0%
+88.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.9% |
| 7D | +3.0% | -3.6% | +6.6% | +4.5% |
| 30D | +8.7% | -4.0% | +12.7% | +10.4% |
| 3M | +7.6% | +1.7% | +5.9% | +6.7% |
| 6M | +26.9% | -3.6% | +30.5% | +28.0% |
| YTD | +54.3% | -11.0% | +65.3% | +60.7% |
| 1Y | +45.7% | -9.5% | +55.2% | +50.5% |
| 3Y | +21.9% | +7.6% | +14.3% | +15.6% |
| 5Y | +67.2% | +4.8% | +62.4% | +59.0% |
| All | +171.7% | +83.0% | +88.7% | +90.2% |
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 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