+4.8%
INDA vs BR
+7.7%
-2.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.2% | -1.2% |
| 7D | -3.6% | -6.0% | +2.3% | -2.5% |
| 30D | -4.0% | -0.9% | -3.1% | -3.9% |
| 3M | +1.7% | +16.4% | -14.7% | -1.6% |
| 6M | -3.6% | -8.2% | +4.5% | -2.1% |
| YTD | -11.0% | -23.2% | +12.2% | -6.0% |
| 1Y | -9.5% | -30.9% | +21.4% | -2.0% |
| 3Y | +7.6% | -5.0% | +12.6% | +6.1% |
| 5Y | +4.8% | +8.8% | -4.0% | -5.0% |
| All | +4.8% | +7.7% | -2.9% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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