+143.8%
GOOGL vs INDA
+8.1%
+135.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.7% |
| 7D | -1.9% | -2.6% | +0.7% | -0.1% |
| 30D | -7.5% | -2.9% | -4.5% | -5.6% |
| 3M | -9.2% | +2.4% | -11.5% | -10.6% |
| 6M | +8.1% | -2.6% | +10.7% | +9.7% |
| YTD | +5.8% | -10.0% | +15.8% | +12.4% |
| 1Y | +38.3% | -7.7% | +46.0% | +44.7% |
| All | +143.8% | +8.1% | +135.7% | +115.5% |
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