+992.0%
ASX vs INDA
+81.7%
+910.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +4.2% |
| 7D | +11.1% | -2.6% | +13.7% | +13.4% |
| 30D | +9.6% | -2.9% | +12.5% | +12.1% |
| 3M | +18.6% | +2.4% | +16.3% | +16.8% |
| 6M | +92.1% | -2.6% | +94.7% | +97.2% |
| YTD | +158.5% | -10.0% | +168.4% | +182.0% |
| 1Y | +271.9% | -7.7% | +279.6% | +297.4% |
| 3Y | +465.2% | +8.9% | +456.4% | +432.6% |
| 5Y | +479.4% | +6.0% | +473.4% | +461.6% |
| 10Y | +992.0% | +84.4% | +907.6% | +620.3% |
| All | +992.0% | +81.7% | +910.2% | +620.3% |
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