+262.7%
GE vs INDA
+8.1%
+254.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -2.0% | -2.2% |
| 7D | -1.2% | -2.6% | +1.4% | +0.6% |
| 30D | -11.3% | -2.9% | -8.3% | -9.4% |
| 3M | -1.4% | +2.4% | -3.8% | -3.0% |
| 6M | +1.2% | -2.6% | +3.8% | +2.7% |
| YTD | +5.9% | -10.0% | +15.9% | +12.4% |
| 1Y | +18.4% | -7.7% | +26.1% | +23.6% |
| All | +262.7% | +8.1% | +254.7% | +225.1% |
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