+1,724.5%
ASX vs INDA
+115.1%
+1,609.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | +0.7% | -1.4% | -1.2% |
| 30D | +2.0% | -0.8% | +2.8% | +2.5% |
| 3M | -1.3% | +3.9% | -5.3% | -3.4% |
| 6M | +71.4% | -0.7% | +72.2% | +73.2% |
| YTD | +135.3% | -7.7% | +143.0% | +149.4% |
| 1Y | +267.5% | -5.1% | +272.6% | +282.3% |
| 3Y | +388.5% | +13.6% | +374.8% | +354.0% |
| 5Y | +417.1% | +7.8% | +409.3% | +401.5% |
| 10Y | +872.7% | +84.6% | +788.1% | +586.2% |
| All | +1,724.5% | +115.1% | +1,609.3% | +1,089.9% |
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