+107.5%
INDA vs ARWR
+1,055.7%
-948.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.6% |
| 7D | +6.2% | -17.7% | +23.9% | +7.5% |
| 30D | +12.4% | -21.9% | +34.3% | +14.1% |
| 3M | +3.2% | -44.5% | +47.7% | +7.2% |
| 6M | +3.8% | -32.6% | +36.4% | +6.0% |
| YTD | -4.3% | -26.2% | +21.9% | -3.1% |
| 1Y | -4.5% | +23.0% | -27.4% | -7.2% |
| 3Y | +17.1% | +81.8% | -64.7% | +7.0% |
| 5Y | +11.0% | -36.0% | +47.1% | +6.6% |
| 10Y | +107.5% | +1,039.5% | -932.0% | +71.0% |
| All | +107.5% | +1,055.7% | -948.1% | +71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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