+570.7%
EME vs INDA
+5.7%
+565.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.0% | +3.4% | +3.7% |
| 7D | +3.5% | -2.7% | +6.2% | +5.3% |
| 30D | -6.3% | -2.8% | -3.6% | -4.7% |
| 3M | -3.8% | +1.6% | -5.4% | -4.8% |
| 6M | +8.5% | -1.4% | +9.9% | +9.2% |
| YTD | +27.8% | -10.1% | +37.9% | +36.2% |
| 1Y | +22.2% | -8.8% | +31.0% | +28.8% |
| 3Y | +253.5% | +7.6% | +245.9% | +230.0% |
| All | +570.7% | +5.7% | +565.0% | +505.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling