+755.6%
GOOGL vs INDA
+84.7%
+670.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +1.2% |
| 7D | 0.0% | -2.7% | +2.7% | +1.7% |
| 30D | -1.4% | -2.8% | +1.4% | +0.3% |
| 3M | -5.3% | +1.6% | -7.0% | -6.3% |
| 6M | +9.8% | -1.4% | +11.2% | +10.9% |
| YTD | +8.4% | -10.1% | +18.5% | +15.6% |
| 1Y | +41.2% | -8.8% | +50.0% | +49.2% |
| 3Y | +149.6% | +7.6% | +142.0% | +137.3% |
| 5Y | +142.6% | +5.8% | +136.8% | +133.0% |
| All | +755.6% | +84.7% | +670.9% | +517.0% |
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