+17.4%
INDA vs DUOL
+1.6%
+15.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUOL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.0% |
| 7D | -2.7% | -7.0% | +4.3% | -2.3% |
| 30D | -2.8% | +6.7% | -9.5% | -3.2% |
| 3M | +1.6% | +16.0% | -14.4% | +0.5% |
| 6M | -1.4% | +45.4% | -46.8% | -4.0% |
| YTD | -10.1% | -18.1% | +8.0% | -9.7% |
| 1Y | -8.8% | -53.6% | +44.8% | -5.7% |
| 3Y | +7.6% | -11.0% | +18.6% | +4.7% |
| 5Y | +5.8% | -17.1% | +22.9% | +0.3% |
| All | +17.4% | +1.6% | +15.8% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DUOL.
Daily Out/Under-Performance
Portfolio return minus DUOL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUOL 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 DUOL 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