+76.5%
DE vs INDA
+6.8%
+69.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.5% |
| 7D | -2.4% | -3.6% | +1.3% | -1.2% |
| 30D | +9.7% | -4.0% | +13.7% | +11.2% |
| 3M | +21.4% | +1.7% | +19.7% | +20.7% |
| 6M | +15.0% | -3.6% | +18.7% | +16.1% |
| YTD | +46.4% | -11.0% | +57.4% | +51.6% |
| 1Y | +45.6% | -9.5% | +55.1% | +49.5% |
| All | +76.5% | +6.8% | +69.6% | +57.7% |
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 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