+5.5%
CG vs INDA
+5.9%
-0.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.0% |
| 7D | -6.4% | -2.6% | -3.8% | -3.5% |
| 30D | -7.1% | -2.9% | -4.1% | -3.8% |
| 3M | -1.6% | +2.4% | -4.0% | -4.1% |
| 6M | -8.3% | -2.6% | -5.7% | -5.6% |
| YTD | -23.8% | -10.0% | -13.8% | -13.9% |
| 1Y | -28.7% | -7.7% | -21.1% | -22.0% |
| 3Y | +49.2% | +8.9% | +40.3% | +30.2% |
| 5Y | +5.5% | +6.0% | -0.5% | -4.9% |
| All | +5.5% | +5.9% | -0.4% | -4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling