-26.4%
ALB vs INDA
+10.1%
-36.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.2% | +4.0% |
| 7D | -4.4% | -1.0% | -3.4% | -3.6% |
| 30D | -1.2% | -2.5% | +1.4% | +0.9% |
| 3M | -13.3% | +4.0% | -17.3% | -16.4% |
| 6M | -19.8% | -1.8% | -18.0% | -19.0% |
| YTD | -7.9% | -9.2% | +1.2% | +0.3% |
| 1Y | +60.2% | -7.2% | +67.3% | +70.0% |
| 3Y | -26.4% | +9.8% | -36.3% | -42.6% |
| All | -26.4% | +10.1% | -36.6% | -42.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling