+1,218.2%
BE vs INDA
+4.5%
+1,213.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.9% | -2.4% |
| 7D | +9.7% | -3.6% | +13.4% | +15.5% |
| 30D | +22.4% | -4.0% | +26.3% | +29.4% |
| 3M | +10.4% | +1.7% | +8.6% | +8.6% |
| 6M | +67.9% | -3.6% | +71.5% | +77.5% |
| YTD | +197.5% | -11.0% | +208.5% | +248.6% |
| 1Y | +310.6% | -9.5% | +320.1% | +374.0% |
| 3Y | +1,657.2% | +7.6% | +1,649.6% | +1,367.8% |
| 5Y | +1,218.2% | +4.8% | +1,213.4% | +1,118.6% |
| All | +1,218.2% | +4.5% | +1,213.7% | +1,118.6% |
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 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