+47.7%
FND vs INDA
+67.8%
-20.1%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.2% |
| 7D | -5.8% | -2.7% | -3.1% | -3.4% |
| 30D | -20.2% | -2.8% | -17.4% | -18.2% |
| 3M | -12.0% | +1.6% | -13.6% | -13.0% |
| 6M | -18.5% | -1.4% | -17.1% | -16.8% |
| YTD | -22.3% | -10.1% | -12.1% | -14.2% |
| 1Y | -47.6% | -8.8% | -38.9% | -43.1% |
| 3Y | -49.8% | +7.6% | -57.4% | -52.9% |
| 5Y | -63.0% | +5.8% | -68.8% | -64.3% |
| All | +47.7% | +67.8% | -20.1% | -3.6% |
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 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