-56.4%
CSGP vs INDA
-5.4%
-51.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -6.1% | +3.1% | -9.1% | -6.9% |
| 30D | +0.3% | +9.1% | -8.8% | -2.1% |
| 3M | -1.3% | +3.2% | -4.5% | -2.9% |
| 6M | -8.9% | +8.5% | -17.4% | -11.1% |
| YTD | -55.2% | -4.6% | -50.6% | -54.9% |
| 1Y | -56.4% | -5.5% | -50.9% | -56.2% |
| All | -56.4% | -5.4% | -51.0% | -56.2% |
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