+51.9%
DOW vs INDA
-7.3%
+59.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.7% | -6.0% | -1.4% |
| 7D | -4.2% | +6.9% | -11.1% | +0.1% |
| 30D | +14.7% | +7.4% | +7.3% | +20.3% |
| 3M | +9.1% | -1.0% | +10.1% | +8.3% |
| 6M | -17.7% | +2.9% | -20.5% | -15.6% |
| YTD | +44.6% | -7.4% | +52.1% | +54.5% |
| 1Y | +51.9% | -7.4% | +59.3% | +61.9% |
| All | +51.9% | -7.3% | +59.2% | +61.9% |
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 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