+214.8%
B vs INDA
+115.4%
+99.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -7.3% | +1.1% | -8.4% | -7.6% |
| 30D | -3.3% | +9.4% | -12.7% | -5.8% |
| 3M | -7.8% | +2.9% | -10.7% | -8.5% |
| 6M | -15.5% | +7.2% | -22.8% | -17.1% |
| YTD | -12.3% | -4.8% | -7.4% | -11.2% |
| 1Y | +5.4% | -5.1% | +10.4% | +6.8% |
| 3Y | +165.5% | +16.7% | +148.9% | +156.8% |
| 5Y | +107.0% | +8.8% | +98.3% | +102.4% |
| All | +214.8% | +115.4% | +99.4% | +125.8% |
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 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