+95.7%
DOCU vs INDA
+62.0%
+33.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.4% |
| 7D | -4.8% | +6.1% | -10.9% | -8.0% |
| 30D | +9.4% | +11.7% | -2.3% | +2.7% |
| 3M | +29.0% | +2.1% | +27.0% | +27.2% |
| 6M | +62.3% | +3.2% | +59.2% | +59.1% |
| YTD | +13.7% | -4.9% | +18.6% | +16.3% |
| 1Y | +11.5% | -4.4% | +15.9% | +13.7% |
| 3Y | +94.2% | +17.6% | +76.6% | +74.0% |
| 5Y | -71.7% | +9.9% | -81.6% | -73.4% |
| All | +95.7% | +62.0% | +33.7% | +52.7% |
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 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