+16.0%
INDA vs ARWR
+105.6%
-89.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.7% |
| 7D | +6.6% | -2.9% | +9.5% | +6.8% |
| 30D | +10.4% | -5.4% | +15.8% | +10.7% |
| 3M | +1.5% | -32.2% | +33.8% | +3.6% |
| 6M | +1.7% | -26.5% | +28.2% | +3.1% |
| YTD | -5.8% | -12.4% | +6.6% | -5.8% |
| 1Y | -5.1% | +46.9% | -52.0% | -7.8% |
| 3Y | +16.0% | +116.0% | -100.0% | +6.8% |
| All | +16.0% | +105.6% | -89.6% | +6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling