+90.4%
ENB vs INDA
+83.0%
+7.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.2% | -2.7% | -3.3% |
| 7D | -4.6% | -3.6% | -0.9% | -2.7% |
| 30D | -5.2% | -4.0% | -1.3% | -3.3% |
| 3M | -13.4% | +1.7% | -15.1% | -14.4% |
| 6M | -7.8% | -3.6% | -4.2% | -6.6% |
| YTD | +4.9% | -11.0% | +15.9% | +10.6% |
| 1Y | +3.2% | -9.5% | +12.7% | +7.8% |
| 3Y | +71.0% | +7.6% | +63.3% | +59.6% |
| 5Y | +64.0% | +4.8% | +59.2% | +54.3% |
| All | +90.4% | +83.0% | +7.4% | +25.3% |
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