+139.9%
CI vs INDA
+85.1%
+54.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.3% |
| 7D | -1.1% | -2.6% | +1.5% | +0.1% |
| 30D | +0.5% | -2.9% | +3.4% | +1.9% |
| 3M | -5.2% | +2.4% | -7.6% | -6.4% |
| 6M | +4.3% | -2.6% | +7.0% | +5.2% |
| YTD | +2.8% | -10.0% | +12.7% | +7.4% |
| 1Y | -5.8% | -7.7% | +1.9% | -2.8% |
| 3Y | +4.7% | +8.9% | -4.1% | -2.1% |
| 5Y | +42.7% | +6.0% | +36.7% | +34.2% |
| All | +139.9% | +85.1% | +54.8% | +58.5% |
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