+80.6%
INDA vs AEIS
+531.1%
-450.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +3.0% | -0.4% |
| 7D | -3.6% | -0.2% | -3.4% | -3.6% |
| 30D | -4.0% | -16.4% | +12.5% | -0.9% |
| 3M | +1.7% | -11.1% | +12.9% | +2.2% |
| 6M | -3.6% | -12.0% | +8.4% | -4.0% |
| YTD | -11.0% | +30.9% | -41.9% | -19.1% |
| 1Y | -9.5% | +74.3% | -83.8% | -23.5% |
| 3Y | +7.6% | +165.2% | -157.5% | -20.6% |
| 5Y | +4.8% | +220.0% | -215.3% | -28.8% |
| All | +80.6% | +531.1% | -450.5% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AEIS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling