+84.4%
INDA vs COO
+36.7%
+47.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.2% | +5.4% | +0.9% |
| 7D | -2.6% | -9.0% | +6.4% | -0.1% |
| 30D | -2.9% | -16.8% | +13.9% | +2.0% |
| 3M | +2.4% | -7.5% | +9.9% | +4.2% |
| 6M | -2.6% | -16.3% | +13.7% | +1.8% |
| YTD | -10.0% | -22.5% | +12.6% | -3.9% |
| 1Y | -7.7% | -7.0% | -0.7% | -7.0% |
| 3Y | +8.9% | -27.5% | +36.3% | +14.5% |
| 5Y | +6.0% | -43.3% | +49.3% | +19.6% |
| 10Y | +84.4% | +37.6% | +46.8% | +61.7% |
| All | +84.4% | +36.7% | +47.7% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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