+448.7%
AXP vs INDA
+99.5%
+349.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -3.0% | -2.6% |
| 7D | +0.6% | +6.6% | -6.1% | -4.3% |
| 30D | +5.8% | +10.4% | -4.5% | -2.0% |
| 3M | -6.0% | +1.5% | -7.6% | -7.3% |
| 6M | +0.3% | +1.7% | -1.4% | -1.2% |
| YTD | -12.3% | -5.8% | -6.4% | -8.4% |
| 1Y | -11.2% | -5.1% | -6.2% | -8.0% |
| 3Y | +117.0% | +16.0% | +101.0% | +90.1% |
| 5Y | +93.2% | +9.3% | +83.9% | +78.0% |
| All | +448.7% | +99.5% | +349.2% | +227.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling