+263.6%
EMR vs INDA
+83.0%
+180.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.2% | -0.6% |
| 7D | -1.2% | -3.6% | +2.4% | +1.2% |
| 30D | -9.4% | -4.0% | -5.5% | -7.1% |
| 3M | +8.6% | +1.7% | +6.9% | +7.4% |
| 6M | +6.7% | -3.6% | +10.3% | +9.5% |
| YTD | +13.1% | -11.0% | +24.0% | +22.0% |
| 1Y | +12.7% | -9.5% | +22.2% | +20.2% |
| 3Y | +58.1% | +7.6% | +50.4% | +50.1% |
| 5Y | +63.6% | +4.8% | +58.9% | +57.4% |
| All | +263.6% | +83.0% | +180.7% | +147.0% |
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 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