+5.6%
INDA vs BTG
+78.0%
-72.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.9% |
| 7D | -2.7% | -3.8% | +1.1% | -2.4% |
| 30D | -2.8% | +3.6% | -6.4% | -3.1% |
| 3M | +1.6% | +32.0% | -30.4% | -1.2% |
| 6M | -1.4% | +3.4% | -4.8% | -2.5% |
| YTD | -10.1% | +20.8% | -30.9% | -12.6% |
| 1Y | -8.8% | +22.4% | -31.2% | -11.8% |
| 3Y | +7.6% | +91.7% | -84.1% | -1.9% |
| All | +5.6% | +78.0% | -72.4% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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