+1,625.7%
ASX vs INDA
+122.9%
+1,502.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.6% | +2.7% | +2.9% |
| 7D | -9.1% | +6.2% | -15.3% | -12.7% |
| 30D | -23.6% | +12.4% | -35.9% | -29.5% |
| 3M | -5.6% | +3.2% | -8.8% | -7.8% |
| 6M | +4.7% | +3.8% | +0.9% | +2.3% |
| YTD | +122.6% | -4.3% | +126.9% | +129.7% |
| 1Y | +133.0% | -4.5% | +137.5% | +140.5% |
| 3Y | +367.1% | +17.1% | +350.0% | +324.2% |
| 5Y | +504.7% | +11.0% | +493.7% | +472.6% |
| 10Y | +887.2% | +107.5% | +779.7% | +554.9% |
| All | +1,625.7% | +122.9% | +1,502.8% | +996.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling