+17.6%
INDA vs BUD
+48.5%
-31.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.9% |
| 7D | +6.1% | +1.3% | +4.8% | +5.9% |
| 30D | +11.7% | +10.0% | +1.7% | +10.3% |
| 3M | +2.1% | +1.6% | +0.5% | +1.8% |
| 6M | +3.2% | +6.5% | -3.4% | +2.2% |
| YTD | -4.9% | +34.8% | -39.7% | -8.3% |
| 1Y | -4.4% | +36.5% | -40.8% | -7.9% |
| 3Y | +17.6% | +49.0% | -31.4% | +10.6% |
| All | +17.6% | +48.5% | -31.0% | +10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling