+54.2%
AR vs INDA
+115.8%
-61.6%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +6.4% | +3.1% | +3.3% | +4.6% |
| 30D | +3.1% | +9.1% | -6.0% | -2.2% |
| 3M | +3.3% | +3.2% | +0.1% | +1.0% |
| 6M | +6.6% | +8.5% | -1.9% | +0.8% |
| YTD | +12.3% | -4.6% | +17.0% | +13.8% |
| 1Y | +12.3% | -5.5% | +17.9% | +14.4% |
| 3Y | +50.4% | +16.7% | +33.7% | +32.8% |
| 5Y | +101.0% | +9.0% | +92.0% | +84.3% |
| All | +54.2% | +115.8% | -61.6% | -7.9% |
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