+3.2%
ENB vs INDA
-9.3%
+12.6%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.2% | -2.7% | -3.9% |
| 7D | -4.6% | -3.6% | -0.9% | -4.9% |
| 30D | -5.2% | -4.0% | -1.3% | -5.6% |
| 3M | -13.4% | +1.7% | -15.1% | -13.4% |
| 6M | -7.8% | -3.6% | -4.2% | -8.6% |
| YTD | +4.9% | -11.0% | +15.9% | +3.7% |
| 1Y | +3.2% | -9.5% | +12.7% | +2.9% |
| All | +3.2% | -9.3% | +12.6% | +2.9% |
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