+59.9%
GD vs INDA
+18.0%
+41.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.3% |
| 7D | -1.9% | +6.2% | -8.1% | -3.4% |
| 30D | +10.9% | +12.4% | -1.4% | +7.7% |
| 3M | -6.8% | +3.2% | -9.9% | -7.5% |
| 6M | +7.0% | +3.8% | +3.2% | +5.9% |
| YTD | +11.1% | -4.3% | +15.4% | +12.5% |
| 1Y | +7.0% | -4.5% | +11.5% | +8.4% |
| 3Y | +59.9% | +17.1% | +42.8% | +49.8% |
| All | +59.9% | +18.0% | +41.9% | +49.8% |
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