+1,425.2%
AMAT vs INDA
+112.6%
+1,312.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.3% | +6.3% |
| 7D | +7.0% | +3.1% | +3.8% | +4.1% |
| 30D | -20.6% | +11.3% | -31.9% | -28.3% |
| 3M | -24.8% | +3.0% | -27.7% | -27.2% |
| 6M | -10.7% | +6.5% | -17.3% | -16.1% |
| YTD | +54.3% | -4.6% | +58.8% | +60.2% |
| 1Y | +73.7% | -5.8% | +79.5% | +82.4% |
| 3Y | +168.4% | +16.8% | +151.6% | +131.4% |
| 5Y | +167.6% | +10.4% | +157.2% | +145.6% |
| 10Y | +1,425.2% | +116.8% | +1,308.4% | +835.7% |
| All | +1,425.2% | +112.6% | +1,312.6% | +835.7% |
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 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