+9.8%
INDA vs DAR
+14.9%
-5.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.9% | -4.6% | -1.7% |
| 7D | -1.0% | -0.9% | -0.1% | -1.0% |
| 30D | -2.5% | +13.0% | -15.5% | -2.9% |
| 3M | +4.0% | +15.0% | -11.0% | +3.5% |
| 6M | -1.8% | +26.8% | -28.6% | -2.8% |
| YTD | -9.2% | +86.4% | -95.6% | -11.7% |
| 1Y | -7.2% | +115.1% | -122.3% | -10.5% |
| 3Y | +9.8% | +14.6% | -4.8% | +9.7% |
| All | +9.8% | +14.9% | -5.0% | +9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling