+107.5%
INDA vs EXPD
+329.8%
-222.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | +6.2% | -7.4% | +13.6% | +8.4% |
| 30D | +12.4% | -2.1% | +14.5% | +12.9% |
| 3M | +3.2% | +5.7% | -2.5% | +1.3% |
| 6M | +3.8% | +21.4% | -17.6% | -2.2% |
| YTD | -4.3% | +27.6% | -31.9% | -11.9% |
| 1Y | -4.5% | +36.1% | -40.6% | -13.9% |
| 3Y | +17.1% | +69.9% | -52.8% | -3.8% |
| 5Y | +11.0% | +59.7% | -48.6% | -8.6% |
| 10Y | +107.5% | +323.0% | -215.5% | +17.0% |
| All | +107.5% | +329.8% | -222.3% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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