+7.5%
INDA vs BBWI
-66.8%
+74.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -1.4% |
| 7D | -1.0% | +1.6% | -2.5% | -1.1% |
| 30D | -2.5% | -6.2% | +3.7% | -2.1% |
| 3M | +4.0% | +4.3% | -0.4% | +3.3% |
| 6M | -1.8% | -7.2% | +5.4% | -1.8% |
| YTD | -9.2% | -3.0% | -6.1% | -9.7% |
| 1Y | -7.2% | -30.8% | +23.6% | -5.2% |
| 3Y | +9.8% | -43.4% | +53.2% | +12.3% |
| 5Y | +7.5% | -66.7% | +74.2% | +16.8% |
| All | +7.5% | -66.8% | +74.3% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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