-60.3%
CSGP vs INDA
+15.9%
-76.3%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.7% | -6.4% | -5.4% |
| 7D | +1.3% | +6.6% | -5.4% | -1.3% |
| 30D | +10.7% | +10.4% | +0.3% | +6.6% |
| 3M | +3.3% | +1.5% | +1.7% | +2.5% |
| 6M | -10.3% | +1.7% | -12.1% | -11.1% |
| YTD | -54.6% | -5.8% | -48.7% | -53.3% |
| 1Y | -54.6% | -5.1% | -49.6% | -53.6% |
| 3Y | -60.3% | +16.0% | -76.3% | -66.9% |
| All | -60.3% | +15.9% | -76.3% | -66.9% |
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 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