-7.4%
INDA vs EVRG
+15.1%
-22.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.7% |
| 7D | +6.9% | +2.3% | +4.6% | +6.9% |
| 30D | +7.4% | +9.0% | -1.6% | +7.4% |
| 3M | -1.0% | +3.7% | -4.7% | -1.1% |
| 6M | +2.9% | +6.8% | -3.9% | +2.8% |
| YTD | -7.4% | +21.9% | -29.4% | -7.9% |
| 1Y | -7.4% | +15.8% | -23.2% | -6.8% |
| All | -7.4% | +15.1% | -22.5% | -6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 1y: compounded portfolio wealth divided by compounded EVRG 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…
1y analysis · Full analysis span regression · 6 months rolling