+294.7%
C vs INDA
+81.7%
+212.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.6% | +1.5% |
| 7D | +2.6% | -2.6% | +5.2% | +4.7% |
| 30D | +1.9% | -2.9% | +4.8% | +4.3% |
| 3M | +2.8% | +2.4% | +0.4% | +0.8% |
| 6M | +30.6% | -2.6% | +33.2% | +33.1% |
| YTD | +19.9% | -10.0% | +29.8% | +30.0% |
| 1Y | +44.6% | -7.7% | +52.2% | +53.3% |
| 3Y | +272.1% | +8.9% | +263.2% | +242.4% |
| 5Y | +132.0% | +6.0% | +126.0% | +117.8% |
| 10Y | +294.7% | +84.4% | +210.3% | +139.6% |
| All | +294.7% | +81.7% | +212.9% | +139.6% |
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