+212.8%
EWY vs INDA
+6.8%
+205.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.2% | -3.0% | -3.0% |
| 7D | +1.2% | -3.6% | +4.9% | +5.2% |
| 30D | +9.3% | -4.0% | +13.2% | +14.0% |
| 3M | +2.4% | +1.7% | +0.7% | +1.6% |
| 6M | +40.3% | -3.6% | +43.9% | +46.3% |
| YTD | +88.0% | -11.0% | +99.0% | +107.5% |
| 1Y | +143.8% | -9.5% | +153.3% | +165.6% |
| All | +212.8% | +6.8% | +205.9% | +180.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling