+91.2%
EWZ vs INDA
+83.0%
+8.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.4% | +2.3% |
| 7D | +1.1% | -3.6% | +4.8% | +4.4% |
| 30D | +13.5% | -4.0% | +17.4% | +17.5% |
| 3M | +15.2% | +1.7% | +13.5% | +13.3% |
| 6M | +3.7% | -3.6% | +7.4% | +6.8% |
| YTD | +22.5% | -11.0% | +33.5% | +35.0% |
| 1Y | +35.3% | -9.5% | +44.8% | +46.6% |
| 3Y | +50.2% | +7.6% | +42.6% | +36.2% |
| 5Y | +64.6% | +4.8% | +59.8% | +51.1% |
| All | +91.2% | +83.0% | +8.3% | +2.5% |
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