+207.0%
C vs INDA
+115.4%
+91.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +4.2% | +1.1% | +3.1% | +3.3% |
| 30D | +2.0% | +9.4% | -7.4% | -5.1% |
| 3M | -10.1% | +2.9% | -13.1% | -12.4% |
| 6M | +1.0% | +7.2% | -6.2% | -4.7% |
| YTD | +8.5% | -4.8% | +13.3% | +12.4% |
| 1Y | +25.7% | -5.1% | +30.8% | +30.5% |
| 3Y | +216.0% | +16.7% | +199.3% | +174.3% |
| 5Y | +112.3% | +8.8% | +103.5% | +94.7% |
| All | +207.0% | +115.4% | +91.6% | +68.5% |
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