-56.6%
FIG vs INDA
-9.3%
-47.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.7% | +1.0% |
| 7D | -12.2% | -3.6% | -8.6% | -11.2% |
| 30D | -11.0% | -4.0% | -7.0% | -9.8% |
| 3M | +11.9% | +1.7% | +10.2% | +11.3% |
| 6M | -21.9% | -3.6% | -18.3% | -21.5% |
| YTD | -40.8% | -11.0% | -29.8% | -38.6% |
| 1Y | -56.6% | -9.5% | -47.1% | -56.4% |
| All | -56.6% | -9.3% | -47.3% | -56.4% |
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