+360.5%
BE vs INDA
-5.0%
+365.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.4% | +7.4% |
| 7D | +20.0% | +0.7% | +19.3% | +18.7% |
| 30D | +7.9% | -0.8% | +8.7% | +9.2% |
| 3M | -13.2% | +3.9% | -17.1% | -16.5% |
| 6M | +53.5% | -0.7% | +54.2% | +52.0% |
| YTD | +191.0% | -7.7% | +198.7% | +221.0% |
| 1Y | +360.5% | -5.1% | +365.6% | +361.3% |
| All | +360.5% | -5.0% | +365.5% | +361.3% |
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