+491.3%
BE vs INDA
+9.0%
+482.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.5% |
| 7D | +20.5% | +3.1% | +17.5% | +15.7% |
| 30D | -23.4% | +9.1% | -32.5% | -32.4% |
| 3M | -14.9% | +3.2% | -18.1% | -18.6% |
| 6M | -28.1% | +8.5% | -36.5% | -34.9% |
| YTD | +132.4% | -4.6% | +137.0% | +146.6% |
| 1Y | +59.4% | -5.5% | +64.9% | +73.1% |
| 3Y | +1,815.8% | +16.7% | +1,799.1% | +1,322.7% |
| 5Y | +491.3% | +9.0% | +482.3% | +384.4% |
| All | +491.3% | +9.0% | +482.3% | +384.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling