+86.0%
INDA vs DAR
+361.9%
-275.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.9% | -4.6% | -2.2% |
| 7D | -1.0% | -0.9% | -0.1% | -0.9% |
| 30D | -2.5% | +13.0% | -15.5% | -4.9% |
| 3M | +4.0% | +15.0% | -11.0% | +0.9% |
| 6M | -1.8% | +26.8% | -28.6% | -6.9% |
| YTD | -9.2% | +86.4% | -95.6% | -20.3% |
| 1Y | -7.2% | +115.1% | -122.3% | -21.4% |
| 3Y | +9.8% | +14.6% | -4.8% | +3.5% |
| 5Y | +7.5% | -8.8% | +16.3% | +2.9% |
| All | +86.0% | +361.9% | -275.9% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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