+6.0%
INDA vs BB
-25.5%
+31.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.7% | -0.8% |
| 7D | -2.6% | +1.8% | -4.4% | -2.7% |
| 30D | -2.9% | -12.2% | +9.3% | -2.2% |
| 3M | +2.4% | -12.3% | +14.7% | +2.7% |
| 6M | -2.6% | +122.7% | -125.3% | -9.4% |
| YTD | -10.0% | +104.5% | -114.4% | -15.8% |
| 1Y | -7.7% | +106.7% | -114.3% | -14.1% |
| 3Y | +8.9% | +70.0% | -61.1% | +0.7% |
| 5Y | +6.0% | -27.8% | +33.8% | +5.9% |
| All | +6.0% | -25.5% | +31.5% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling