-4.5%
INDA vs ARWR
+20.0%
-24.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.6% |
| 7D | +6.2% | -17.7% | +23.9% | +7.1% |
| 30D | +12.4% | -21.9% | +34.3% | +13.5% |
| 3M | +3.2% | -44.5% | +47.7% | +5.9% |
| 6M | +3.8% | -32.6% | +36.4% | +5.4% |
| YTD | -4.3% | -26.2% | +21.9% | -4.0% |
| 1Y | -4.5% | +23.0% | -27.4% | -3.1% |
| All | -4.5% | +20.0% | -24.4% | -3.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling