+147.8%
GE vs INDA
+83.0%
+64.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.4% |
| 7D | -2.8% | -3.6% | +0.8% | -0.4% |
| 30D | -11.9% | -4.0% | -8.0% | -9.5% |
| 3M | +1.8% | +1.7% | +0.1% | +0.7% |
| 6M | -0.6% | -3.6% | +3.0% | +2.1% |
| YTD | +5.5% | -11.0% | +16.5% | +14.0% |
| 1Y | +15.0% | -9.5% | +24.5% | +22.7% |
| 3Y | +269.5% | +7.6% | +261.9% | +249.0% |
| 5Y | +422.4% | +4.8% | +417.7% | +401.4% |
| All | +147.8% | +83.0% | +64.9% | +73.4% |
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 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