+82.3%
INDA vs BB
+1.6%
+80.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.8% | +0.8% |
| 7D | -2.7% | -0.4% | -2.3% | -2.7% |
| 30D | -2.8% | -12.5% | +9.8% | -1.7% |
| 3M | +1.6% | -17.4% | +19.1% | +2.6% |
| 6M | -1.4% | +119.1% | -120.6% | -9.5% |
| YTD | -10.1% | +102.4% | -112.5% | -16.9% |
| 1Y | -8.8% | +98.2% | -107.0% | -15.9% |
| 3Y | +7.6% | +46.9% | -39.3% | -0.8% |
| 5Y | +5.8% | -26.4% | +32.2% | +1.8% |
| All | +82.3% | +1.6% | +80.7% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling