+248.5%
ALAB vs INDA
+3.7%
+244.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -1.2% |
| 7D | -7.5% | +6.2% | -13.7% | -15.1% |
| 30D | -36.8% | +12.4% | -49.2% | -47.1% |
| 3M | -31.9% | +3.2% | -35.0% | -34.8% |
| 6M | +8.2% | +3.8% | +4.4% | +3.4% |
| YTD | +29.9% | -4.3% | +34.3% | +38.8% |
| 1Y | +24.4% | -4.5% | +28.9% | +33.5% |
| All | +248.5% | +3.7% | +244.8% | +280.8% |
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