+82.3%
INDA vs AEE
+191.1%
-108.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -2.7% | -0.8% | -1.9% | -2.5% |
| 30D | -2.8% | -2.9% | +0.2% | -1.9% |
| 3M | +1.6% | -2.4% | +4.0% | +2.2% |
| 6M | -1.4% | -2.7% | +1.3% | -1.0% |
| YTD | -10.1% | +7.3% | -17.4% | -12.6% |
| 1Y | -8.8% | +7.5% | -16.3% | -11.4% |
| 3Y | +7.6% | +46.2% | -38.6% | -6.9% |
| 5Y | +5.8% | +39.7% | -33.9% | -8.5% |
| All | +82.3% | +191.1% | -108.9% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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