+80.6%
INDA vs BUD
-22.8%
+103.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.7% | -1.0% |
| 7D | -3.6% | -3.2% | -0.4% | -2.7% |
| 30D | -4.0% | -3.7% | -0.3% | -2.9% |
| 3M | +1.7% | -4.4% | +6.2% | +2.9% |
| 6M | -3.6% | +7.7% | -11.4% | -6.2% |
| YTD | -11.0% | +23.1% | -34.0% | -17.0% |
| 1Y | -9.5% | +33.6% | -43.1% | -17.8% |
| 3Y | +7.6% | +44.7% | -37.1% | -6.9% |
| 5Y | +4.8% | +44.9% | -40.2% | -11.3% |
| All | +80.6% | -22.8% | +103.4% | +64.2% |
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