-5.1%
INDA vs AEE
+12.0%
-17.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.3% |
| 7D | +1.1% | +1.7% | -0.6% | +1.0% |
| 30D | +9.4% | +9.7% | -0.4% | +8.8% |
| 3M | +2.9% | +5.9% | -3.0% | +2.4% |
| 6M | +7.2% | +6.7% | +0.5% | +6.6% |
| YTD | -4.8% | +17.4% | -22.2% | -4.7% |
| 1Y | -5.1% | +12.7% | -17.7% | -4.6% |
| All | -5.1% | +12.0% | -17.0% | -4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling