+115.9%
INDA vs BUD
-2.1%
+118.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.5% |
| 7D | +1.1% | +1.0% | +0.1% | +0.8% |
| 30D | +9.4% | +6.7% | +2.7% | +7.2% |
| 3M | +2.9% | +5.7% | -2.8% | +1.0% |
| 6M | +7.2% | +5.8% | +1.4% | +4.9% |
| YTD | -4.8% | +34.4% | -39.2% | -13.7% |
| 1Y | -5.1% | +33.3% | -38.3% | -13.8% |
| 3Y | +16.7% | +48.8% | -32.1% | +0.3% |
| 5Y | +8.8% | +52.5% | -43.8% | -9.1% |
| All | +115.9% | -2.1% | +118.0% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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