+371.4%
ASX vs INDA
+16.9%
+354.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.0% | +7.6% | +7.6% |
| 7D | -12.3% | +6.1% | -18.4% | -17.1% |
| 30D | -26.0% | +11.7% | -37.7% | -33.9% |
| 3M | -8.1% | +2.1% | -10.2% | -10.0% |
| 6M | +1.4% | +3.2% | -1.8% | -1.4% |
| YTD | +115.6% | -4.9% | +120.4% | +125.2% |
| 1Y | +128.0% | -4.4% | +132.4% | +136.6% |
| 3Y | +371.4% | +17.6% | +353.8% | +292.2% |
| All | +371.4% | +16.9% | +354.5% | +292.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling