+361.3%
ALL vs INDA
+85.1%
+276.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.4% |
| 7D | -2.2% | -2.6% | +0.4% | -1.1% |
| 30D | -5.6% | -2.9% | -2.6% | -4.4% |
| 3M | +17.2% | +2.4% | +14.9% | +15.9% |
| 6M | +23.2% | -2.6% | +25.9% | +24.1% |
| YTD | +23.6% | -10.0% | +33.6% | +28.6% |
| 1Y | +29.2% | -7.7% | +36.8% | +32.7% |
| 3Y | +153.8% | +8.9% | +144.9% | +139.7% |
| 5Y | +116.1% | +6.0% | +110.1% | +105.0% |
| All | +361.3% | +85.1% | +276.2% | +234.2% |
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