+91.5%
AMC vs INDA
+2.3%
+89.2%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | -0.6% |
| 7D | +2.6% | +6.6% | -4.0% | -6.4% |
| 30D | +9.0% | +10.4% | -1.3% | -5.1% |
| 3M | +22.2% | +1.5% | +20.6% | +20.0% |
| 6M | +91.5% | +1.7% | +89.7% | +92.5% |
| All | +91.5% | +2.3% | +89.2% | +92.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling