+16.1%
INDA vs BAM
+86.2%
-70.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.6% |
| 7D | +6.6% | +9.7% | -3.1% | +4.8% |
| 30D | +10.4% | +19.0% | -8.6% | +6.9% |
| 3M | +1.5% | +0.6% | +1.0% | +1.2% |
| 6M | +1.7% | +11.1% | -9.4% | -0.5% |
| YTD | -5.8% | +4.2% | -10.0% | -7.3% |
| 1Y | -5.1% | +3.3% | -8.4% | -6.5% |
| 3Y | +16.0% | +88.8% | -72.8% | +1.9% |
| All | +16.1% | +86.2% | -70.1% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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