+115.9%
INDA vs AMBA
-0.9%
+116.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | 0.0% |
| 7D | +1.1% | +2.7% | -1.6% | +0.8% |
| 30D | +9.4% | -2.2% | +11.6% | +9.4% |
| 3M | +2.9% | -26.6% | +29.6% | +6.3% |
| 6M | +7.2% | -26.8% | +34.0% | +8.8% |
| YTD | -4.8% | -15.1% | +10.3% | -6.0% |
| 1Y | -5.1% | -32.3% | +27.2% | -3.9% |
| 3Y | +16.7% | +19.8% | -3.1% | +4.1% |
| 5Y | +8.8% | -69.2% | +78.0% | +12.2% |
| All | +115.9% | -0.9% | +116.8% | +58.9% |
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