+9.8%
INDA vs BB
+68.2%
-58.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.2% | -3.9% | -1.7% |
| 7D | -1.0% | +0.5% | -1.5% | -1.0% |
| 30D | -2.5% | -12.4% | +9.8% | -2.1% |
| 3M | +4.0% | -15.3% | +19.3% | +4.3% |
| 6M | -1.8% | +128.8% | -130.6% | -6.0% |
| YTD | -9.2% | +107.7% | -116.8% | -12.7% |
| 1Y | -7.2% | +103.9% | -111.1% | -11.0% |
| 3Y | +9.8% | +72.6% | -62.8% | +3.3% |
| All | +9.8% | +68.2% | -58.3% | +3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling