+115.9%
INDA vs DAR
+311.7%
-195.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.4% |
| 7D | +1.1% | +11.6% | -10.5% | -0.9% |
| 30D | +9.4% | -10.2% | +19.6% | +11.4% |
| 3M | +2.9% | -14.8% | +17.8% | +5.6% |
| 6M | +7.2% | -10.1% | +17.3% | +8.5% |
| YTD | -4.8% | +55.5% | -60.3% | -13.8% |
| 1Y | -5.1% | +61.7% | -66.8% | -14.9% |
| 3Y | +16.7% | +37.2% | -20.5% | +3.9% |
| 5Y | +8.8% | -26.9% | +35.7% | +9.2% |
| All | +115.9% | +311.7% | -195.8% | +21.4% |
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