+7.8%
INDA vs CASY
+250.1%
-242.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | +6.6% | +1.1% | +5.5% | +6.5% |
| 30D | +10.4% | +8.7% | +1.7% | +9.3% |
| 3M | +1.5% | -17.3% | +18.8% | +3.6% |
| 6M | +1.7% | -19.7% | +21.5% | +3.9% |
| YTD | -5.8% | +24.8% | -30.7% | -10.5% |
| 1Y | -5.1% | +31.9% | -37.0% | -10.7% |
| 3Y | +16.0% | +155.4% | -139.4% | -3.6% |
| All | +7.8% | +250.1% | -242.4% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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