+432.3%
ASX vs INDA
+8.8%
+423.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | +0.7% | -1.4% | -1.5% |
| 30D | +2.0% | -0.8% | +2.8% | +2.8% |
| 3M | -1.3% | +3.9% | -5.3% | -4.8% |
| 6M | +71.4% | -0.7% | +72.2% | +73.7% |
| YTD | +135.3% | -7.7% | +143.0% | +157.5% |
| 1Y | +267.5% | -5.1% | +272.6% | +289.4% |
| 3Y | +388.5% | +13.6% | +374.8% | +312.3% |
| All | +432.3% | +8.8% | +423.5% | +366.8% |
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