+30.1%
BND vs INDA
+111.6%
-81.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.6% | 0.0% |
| 7D | +0.1% | -1.0% | +1.1% | +0.2% |
| 30D | -0.4% | -2.5% | +2.2% | -0.3% |
| 3M | -0.2% | +4.0% | -4.2% | -0.3% |
| 6M | -1.2% | -1.8% | +0.6% | -1.1% |
| YTD | -0.3% | -9.2% | +8.9% | -0.1% |
| 1Y | +0.4% | -7.2% | +7.6% | +0.5% |
| 3Y | +13.4% | +9.8% | +3.6% | +13.1% |
| 5Y | -1.5% | +7.5% | -9.0% | -1.7% |
| 10Y | +15.5% | +80.8% | -65.3% | +14.1% |
| All | +30.1% | +111.6% | -81.5% | +28.3% |
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 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