+66.7%
AU vs INDA
-8.4%
+75.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | -0.8% |
| 7D | -4.3% | -2.7% | -1.6% | -0.6% |
| 30D | +7.3% | -2.8% | +10.1% | +11.7% |
| 3M | +26.3% | +1.6% | +24.7% | +23.6% |
| 6M | +1.8% | -1.4% | +3.2% | +2.7% |
| YTD | +26.8% | -10.1% | +37.0% | +36.5% |
| 1Y | +66.7% | -8.8% | +75.5% | +77.2% |
| All | +66.7% | -8.4% | +75.1% | +77.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling