+82.0%
INDA vs AMBA
-7.1%
+89.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | +0.7% | -11.0% | +11.7% | +2.1% |
| 30D | -0.8% | -23.2% | +22.4% | +2.3% |
| 3M | +3.9% | -12.7% | +16.6% | +4.1% |
| 6M | -0.7% | +11.2% | -11.9% | -4.4% |
| YTD | -7.7% | -11.2% | +3.6% | -8.9% |
| 1Y | -5.1% | -22.5% | +17.4% | -5.7% |
| 3Y | +13.6% | -1.3% | +15.0% | +4.8% |
| 5Y | +7.8% | -54.2% | +62.0% | +3.8% |
| All | +82.0% | -7.1% | +89.1% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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