+82.3%
INDA vs BRKR
+155.3%
-73.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | -2.7% | -8.7% | +6.0% | -1.1% |
| 30D | -2.8% | -9.9% | +7.1% | -1.0% |
| 3M | +1.6% | -3.1% | +4.7% | +0.9% |
| 6M | -1.4% | +45.5% | -46.9% | -10.8% |
| YTD | -10.1% | +13.7% | -23.8% | -14.9% |
| 1Y | -8.8% | +67.4% | -76.2% | -21.1% |
| 3Y | +7.6% | -13.2% | +20.8% | +2.8% |
| 5Y | +5.8% | -39.5% | +45.3% | +9.4% |
| All | +82.3% | +155.3% | -73.0% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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