+218.3%
C vs INDA
+112.6%
+105.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.8% | +1.8% |
| 7D | -0.4% | +3.1% | -3.5% | -2.8% |
| 30D | -5.3% | +11.3% | -16.6% | -13.2% |
| 3M | -8.0% | +3.0% | -11.0% | -10.4% |
| 6M | -0.3% | +6.5% | -6.8% | -5.4% |
| YTD | +8.6% | -4.6% | +13.2% | +12.4% |
| 1Y | +25.8% | -5.8% | +31.6% | +31.4% |
| 3Y | +221.2% | +16.8% | +204.4% | +178.6% |
| 5Y | +113.6% | +10.4% | +103.2% | +93.5% |
| 10Y | +218.3% | +116.8% | +101.5% | +74.2% |
| All | +218.3% | +112.6% | +105.7% | +74.2% |
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