+31.4%
CORZ vs INDA
-5.0%
+36.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | 0.0% |
| 7D | +8.4% | +0.7% | +7.7% | +7.6% |
| 30D | -17.8% | -0.8% | -17.0% | -17.1% |
| 3M | -35.9% | +3.9% | -39.8% | -38.0% |
| 6M | +12.9% | -0.7% | +13.7% | +10.4% |
| YTD | +22.9% | -7.7% | +30.5% | +24.7% |
| 1Y | +31.4% | -5.1% | +36.4% | +28.7% |
| All | +31.4% | -5.0% | +36.3% | +28.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling