+45.2%
AMZN vs INDA
+4.5%
+40.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | +0.8% |
| 7D | -2.7% | -3.6% | +0.9% | +0.6% |
| 30D | -7.5% | -4.0% | -3.5% | -4.1% |
| 3M | +5.8% | +1.7% | +4.1% | +4.0% |
| 6M | +17.5% | -3.6% | +21.2% | +21.2% |
| YTD | +9.1% | -11.0% | +20.1% | +21.0% |
| 1Y | +9.4% | -9.5% | +18.9% | +19.1% |
| 3Y | +82.2% | +7.6% | +74.6% | +60.1% |
| 5Y | +45.2% | +4.8% | +40.4% | +28.6% |
| All | +45.2% | +4.5% | +40.7% | +28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling