+27.0%
ALL vs INDA
-5.0%
+32.0%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | 0.0% | +0.7% | -0.7% | +0.1% |
| 30D | -1.5% | -0.8% | -0.7% | -1.6% |
| 3M | +23.6% | +3.9% | +19.7% | +24.0% |
| 6M | +22.3% | -0.7% | +23.1% | +21.9% |
| YTD | +26.5% | -7.7% | +34.2% | +23.3% |
| 1Y | +27.0% | -5.1% | +32.1% | +29.7% |
| All | +27.0% | -5.0% | +32.0% | +29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling