+97.1%
INDA vs DOC
+15.7%
+81.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.5% |
| 7D | +6.6% | +6.5% | +0.2% | +4.6% |
| 30D | +10.4% | +9.2% | +1.2% | +7.4% |
| 3M | +1.5% | -2.5% | +4.0% | +2.2% |
| 6M | +1.7% | +7.1% | -5.4% | -0.8% |
| YTD | -5.8% | +33.0% | -38.8% | -14.9% |
| 1Y | -5.1% | +23.3% | -28.4% | -12.2% |
| 3Y | +16.0% | +44.9% | -28.9% | -0.8% |
| 5Y | +9.3% | -21.6% | +30.9% | +15.0% |
| All | +97.1% | +15.7% | +81.4% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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