+791.9%
CDE vs INDA
+7.9%
+784.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | -0.1% |
| 7D | -3.1% | -2.7% | -0.4% | +0.5% |
| 30D | +9.5% | -2.8% | +12.2% | +13.8% |
| 3M | +25.5% | +1.6% | +23.9% | +23.7% |
| 6M | -7.9% | -1.4% | -6.5% | -5.2% |
| YTD | +15.6% | -10.1% | +25.7% | +32.6% |
| 1Y | +34.0% | -8.8% | +42.8% | +51.3% |
| 3Y | +791.9% | +7.6% | +784.3% | +581.8% |
| All | +791.9% | +7.9% | +784.1% | +581.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling