+7.8%
INDA vs DAR
-41.1%
+48.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +1.8% |
| 7D | +6.6% | -9.9% | +16.6% | +7.5% |
| 30D | +10.4% | -16.4% | +26.7% | +11.8% |
| 3M | +1.5% | -17.1% | +18.6% | +2.8% |
| 6M | +1.7% | -20.5% | +22.2% | +3.2% |
| YTD | -5.8% | +39.4% | -45.3% | -9.5% |
| 1Y | -5.1% | +57.2% | -62.3% | -9.9% |
| 3Y | +16.0% | +13.9% | +2.1% | +12.1% |
| All | +7.8% | -41.1% | +48.8% | +13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling