+17.0%
INDA vs AEIS
+162.3%
-145.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.5% | -4.7% | -0.6% |
| 7D | +3.1% | +9.5% | -6.4% | +2.3% |
| 30D | +11.3% | -17.5% | +28.8% | +12.6% |
| 3M | +3.0% | -29.3% | +32.3% | +5.4% |
| 6M | +6.5% | -34.7% | +41.3% | +9.2% |
| YTD | -4.6% | +10.7% | -15.3% | -8.2% |
| 1Y | -5.8% | +7.4% | -13.1% | -9.1% |
| All | +17.0% | +162.3% | -145.3% | -1.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling