+11.0%
INDA vs AMBA
-69.1%
+80.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +0.8% |
| 7D | +6.2% | -2.6% | +8.8% | +6.4% |
| 30D | +12.4% | -10.5% | +22.8% | +13.2% |
| 3M | +3.2% | -26.4% | +29.6% | +5.5% |
| 6M | +3.8% | -20.9% | +24.7% | +4.1% |
| YTD | -4.3% | -14.8% | +10.5% | -5.2% |
| 1Y | -4.5% | -36.1% | +31.6% | -3.2% |
| 3Y | +17.1% | +20.2% | -3.1% | +7.6% |
| 5Y | +11.0% | -67.2% | +78.3% | +9.0% |
| All | +11.0% | -69.1% | +80.2% | +9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling