+7,565.7%
AMD vs INDA
+83.4%
+7,482.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +2.6% | +0.7% | +1.9% | +1.9% |
| 30D | -0.9% | -0.8% | -0.1% | -0.2% |
| 3M | -8.7% | +3.9% | -12.7% | -11.4% |
| 6M | +136.3% | -0.7% | +137.1% | +139.6% |
| YTD | +123.0% | -7.7% | +130.7% | +140.3% |
| 1Y | +195.2% | -5.1% | +200.3% | +210.9% |
| 3Y | +336.3% | +13.6% | +322.7% | +297.3% |
| 5Y | +334.5% | +7.8% | +326.7% | +322.3% |
| All | +7,565.7% | +83.4% | +7,482.2% | +5,168.1% |
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