+82.3%
INDA vs EVRG
+113.9%
-31.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.6% | +0.9% |
| 7D | -2.7% | +0.1% | -2.8% | -2.7% |
| 30D | -2.8% | -1.2% | -1.5% | -2.4% |
| 3M | +1.6% | -0.6% | +2.2% | +1.7% |
| 6M | -1.4% | +2.4% | -3.9% | -2.5% |
| YTD | -10.1% | +15.5% | -25.6% | -14.6% |
| 1Y | -8.8% | +16.8% | -25.6% | -13.7% |
| 3Y | +7.6% | +75.0% | -67.4% | -12.0% |
| 5Y | +5.8% | +49.3% | -43.6% | -9.8% |
| All | +82.3% | +113.9% | -31.6% | +36.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling