+842.6%
ASX vs INDA
+104.1%
+738.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.0% | +7.6% | +7.8% |
| 7D | -12.3% | +6.1% | -18.4% | -16.4% |
| 30D | -26.0% | +11.7% | -37.7% | -32.5% |
| 3M | -8.1% | +2.1% | -10.2% | -9.9% |
| 6M | +1.4% | +3.2% | -1.8% | -1.0% |
| YTD | +115.6% | -4.9% | +120.4% | +124.7% |
| 1Y | +128.0% | -4.4% | +132.4% | +136.4% |
| 3Y | +371.4% | +17.6% | +353.8% | +316.5% |
| 5Y | +469.4% | +9.9% | +459.6% | +433.2% |
| 10Y | +842.6% | +102.7% | +739.9% | +473.6% |
| All | +842.6% | +104.1% | +738.6% | +473.6% |
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 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