-6.9%
INDA vs ARWR
+210.4%
-217.3%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.6% |
| 7D | -1.0% | +2.9% | -3.9% | -1.1% |
| 30D | -2.5% | -2.9% | +0.4% | -2.4% |
| 3M | +4.0% | +15.2% | -11.2% | +3.2% |
| 6M | -1.8% | +42.3% | -44.1% | -3.8% |
| YTD | -9.2% | +28.2% | -37.4% | -10.9% |
| All | -6.9% | +210.4% | -217.3% | -8.8% |
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