+85.4%
BE vs INDA
-5.5%
+90.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.7% | -4.7% |
| 7D | +10.8% | +1.1% | +9.7% | +9.2% |
| 30D | -19.8% | +9.4% | -29.2% | -29.5% |
| 3M | -18.7% | +2.9% | -21.7% | -21.7% |
| 6M | -33.7% | +7.2% | -41.0% | -38.6% |
| YTD | +121.0% | -4.8% | +125.8% | +136.4% |
| 1Y | +85.4% | -5.1% | +90.5% | +106.0% |
| All | +85.4% | -5.5% | +90.9% | +106.0% |
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