+303.5%
EWY vs INDA
+84.7%
+218.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.3% | +2.5% |
| 7D | -0.1% | -2.7% | +2.6% | +2.1% |
| 30D | +7.3% | -2.8% | +10.1% | +9.7% |
| 3M | -5.1% | +1.6% | -6.8% | -5.9% |
| 6M | +42.1% | -1.4% | +43.5% | +45.4% |
| YTD | +94.1% | -10.1% | +104.3% | +112.3% |
| 1Y | +147.8% | -8.8% | +156.6% | +168.0% |
| 3Y | +222.9% | +7.6% | +215.3% | +208.3% |
| 5Y | +150.6% | +5.8% | +144.8% | +141.9% |
| All | +303.5% | +84.7% | +218.8% | +164.3% |
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