+13.4%
INDA vs AMBA
-1.0%
+14.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | +0.7% | -11.0% | +11.7% | +1.4% |
| 30D | -0.8% | -23.2% | +22.4% | +0.7% |
| 3M | +3.9% | -12.7% | +16.6% | +4.1% |
| 6M | -0.7% | +11.2% | -11.9% | -2.7% |
| YTD | -7.7% | -11.2% | +3.6% | -8.5% |
| 1Y | -5.1% | -22.5% | +17.4% | -5.6% |
| All | +13.4% | -1.0% | +14.3% | +7.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling