+82.7%
INDA vs AEIS
+558.2%
-475.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.3% | -0.6% |
| 7D | -2.6% | +6.5% | -9.1% | -3.8% |
| 30D | -2.9% | -9.2% | +6.2% | -1.5% |
| 3M | +2.4% | -8.3% | +10.7% | +2.3% |
| 6M | -2.6% | -6.3% | +3.7% | -4.2% |
| YTD | -10.0% | +36.5% | -46.5% | -18.9% |
| 1Y | -7.7% | +84.8% | -92.4% | -22.9% |
| 3Y | +8.9% | +176.6% | -167.7% | -20.3% |
| 5Y | +6.0% | +237.1% | -231.1% | -28.8% |
| All | +82.7% | +558.2% | -475.6% | -5.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling