+2,617.3%
EME vs INDA
+111.6%
+2,505.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.6% | +4.2% | +3.4% |
| 7D | +5.2% | -1.0% | +6.1% | +5.7% |
| 30D | -5.4% | -2.5% | -2.8% | -4.2% |
| 3M | -6.1% | +4.0% | -10.1% | -8.0% |
| 6M | +9.7% | -1.8% | +11.5% | +10.6% |
| YTD | +26.6% | -9.2% | +35.8% | +32.7% |
| 1Y | +24.6% | -7.2% | +31.8% | +29.1% |
| 3Y | +249.6% | +9.8% | +239.8% | +231.0% |
| 5Y | +556.6% | +7.5% | +549.0% | +526.3% |
| 10Y | +1,286.6% | +80.8% | +1,205.8% | +902.7% |
| All | +2,617.3% | +111.6% | +2,505.7% | +1,675.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling