+80.2%
ALB vs INDA
+83.0%
-2.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.9% | -2.1% |
| 7D | -7.6% | -3.6% | -4.0% | -5.0% |
| 30D | -5.6% | -4.0% | -1.7% | -2.8% |
| 3M | -16.8% | +1.7% | -18.6% | -18.0% |
| 6M | -26.3% | -3.6% | -22.7% | -24.7% |
| YTD | -13.2% | -11.0% | -2.2% | -5.9% |
| 1Y | +68.8% | -9.5% | +78.3% | +80.6% |
| 3Y | -30.7% | +7.6% | -38.3% | -34.5% |
| 5Y | -46.3% | +4.8% | -51.0% | -47.9% |
| All | +80.2% | +83.0% | -2.7% | +21.0% |
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 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