+107.0%
ALL vs INDA
+17.3%
+89.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.6% |
| 7D | -3.9% | +6.1% | -10.0% | -4.8% |
| 30D | +10.6% | +11.7% | -1.1% | +8.6% |
| 3M | -4.6% | +2.1% | -6.6% | -5.0% |
| 6M | +20.2% | +3.2% | +17.0% | +19.5% |
| YTD | +23.7% | -4.9% | +28.6% | +25.4% |
| 1Y | +27.9% | -4.4% | +32.2% | +29.4% |
| All | +107.0% | +17.3% | +89.7% | +101.4% |
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