+565.7%
AMZN vs INDA
+84.7%
+481.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +1.0% | +1.4% |
| 7D | -0.7% | -2.7% | +2.0% | +0.8% |
| 30D | -3.9% | -2.8% | -1.2% | -2.5% |
| 3M | +6.3% | +1.6% | +4.7% | +5.4% |
| 6M | +20.8% | -1.4% | +22.2% | +21.7% |
| YTD | +11.2% | -10.1% | +21.4% | +17.6% |
| 1Y | +11.7% | -8.8% | +20.4% | +17.0% |
| 3Y | +79.4% | +7.6% | +71.8% | +72.4% |
| 5Y | +48.0% | +5.8% | +42.3% | +43.8% |
| All | +565.7% | +84.7% | +481.0% | +418.9% |
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