+115.9%
INDA vs BWA
+94.2%
+21.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +1.1% | +4.3% | -3.2% | +0.1% |
| 30D | +9.4% | -13.0% | +22.4% | +12.8% |
| 3M | +2.9% | -24.8% | +27.8% | +9.7% |
| 6M | +7.2% | -23.5% | +30.7% | +13.2% |
| YTD | -4.8% | +13.8% | -18.7% | -10.1% |
| 1Y | -5.1% | +13.4% | -18.5% | -10.4% |
| 3Y | +16.7% | +62.8% | -46.1% | -2.4% |
| 5Y | +8.8% | +28.5% | -19.7% | -5.6% |
| All | +115.9% | +94.2% | +21.7% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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