+7.5%
INDA vs ARWR
+29.5%
-22.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.5% |
| 7D | -1.0% | +2.9% | -3.9% | -1.2% |
| 30D | -2.5% | -2.9% | +0.4% | -2.4% |
| 3M | +4.0% | +15.2% | -11.2% | +2.7% |
| 6M | -1.8% | +42.3% | -44.1% | -4.7% |
| YTD | -9.2% | +28.2% | -37.4% | -11.3% |
| 1Y | -7.2% | +213.2% | -220.4% | -15.6% |
| 3Y | +9.8% | +184.6% | -174.8% | -3.2% |
| 5Y | +7.5% | +29.2% | -21.7% | -2.2% |
| All | +7.5% | +29.5% | -22.0% | -2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling