+3,800.0%
FIX vs INDA
+104.1%
+3,695.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.0% | +8.4% | +8.7% |
| 7D | -7.2% | +6.1% | -13.4% | -11.5% |
| 30D | -35.1% | +11.7% | -46.8% | -40.5% |
| 3M | -34.3% | +2.1% | -36.3% | -35.6% |
| 6M | -42.9% | +3.2% | -46.1% | -44.5% |
| YTD | +19.5% | -4.9% | +24.3% | +23.5% |
| 1Y | +16.8% | -4.4% | +21.1% | +20.3% |
| 3Y | +506.7% | +17.6% | +489.1% | +439.5% |
| 5Y | +1,046.7% | +9.9% | +1,036.8% | +967.5% |
| 10Y | +3,800.0% | +102.7% | +3,697.3% | +2,397.2% |
| All | +3,800.0% | +104.1% | +3,695.9% | +2,397.2% |
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