+134.0%
BP vs INDA
+83.0%
+51.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +1.5% |
| 7D | +5.7% | -3.6% | +9.4% | +7.8% |
| 30D | +8.1% | -4.0% | +12.0% | +10.4% |
| 3M | +8.6% | +1.7% | +6.9% | +7.1% |
| 6M | +18.1% | -3.6% | +21.8% | +19.0% |
| YTD | +37.6% | -11.0% | +48.6% | +44.9% |
| 1Y | +39.4% | -9.5% | +48.9% | +45.2% |
| 3Y | +40.1% | +7.6% | +32.4% | +29.6% |
| 5Y | +141.3% | +4.8% | +136.5% | +125.9% |
| All | +134.0% | +83.0% | +51.1% | +57.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling