+7.8%
INDA vs AEE
+48.1%
-40.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.4% | -0.8% |
| 7D | -2.6% | +1.1% | -3.7% | -2.7% |
| 30D | -2.9% | 0.0% | -2.9% | -2.9% |
| 3M | +2.4% | -0.9% | +3.3% | +2.4% |
| 6M | -2.6% | -2.4% | -0.2% | -2.5% |
| YTD | -10.0% | +8.6% | -18.6% | -10.6% |
| 1Y | -7.7% | +10.2% | -17.8% | -8.5% |
| All | +7.8% | +48.1% | -40.3% | +4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling