+246.7%
CB vs INDA
+104.9%
+141.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.3% |
| 7D | +0.7% | +6.2% | -5.5% | -2.1% |
| 30D | +8.2% | +12.4% | -4.2% | +2.5% |
| 3M | +6.3% | +3.2% | +3.1% | +4.6% |
| 6M | +16.2% | +3.8% | +12.4% | +13.8% |
| YTD | +19.3% | -4.3% | +23.6% | +21.1% |
| 1Y | +29.2% | -4.5% | +33.7% | +31.2% |
| 3Y | +71.4% | +17.1% | +54.4% | +55.4% |
| 5Y | +104.2% | +11.0% | +93.2% | +88.9% |
| 10Y | +246.7% | +107.5% | +139.1% | +138.6% |
| All | +246.7% | +104.9% | +141.7% | +138.6% |
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