+1,008.9%
BE vs INDA
+56.3%
+952.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.6% | +11.3% | +11.3% |
| 7D | +29.8% | -1.0% | +30.8% | +30.9% |
| 30D | +26.4% | -2.5% | +28.9% | +29.7% |
| 3M | +9.3% | +4.0% | +5.3% | +5.7% |
| 6M | +105.1% | -1.8% | +106.9% | +110.2% |
| YTD | +219.0% | -9.2% | +228.2% | +252.1% |
| 1Y | +418.8% | -7.2% | +425.9% | +464.5% |
| 3Y | +1,784.6% | +9.8% | +1,774.7% | +1,624.6% |
| 5Y | +1,251.0% | +7.5% | +1,243.5% | +1,200.8% |
| All | +1,008.9% | +56.3% | +952.6% | +787.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling