+9.0%
INDA vs EXPD
+63.3%
-54.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.6% | -0.2% |
| 7D | +3.1% | +3.6% | -0.5% | +2.5% |
| 30D | +9.1% | +0.3% | +8.8% | +9.0% |
| 3M | +3.2% | +6.1% | -2.9% | +2.2% |
| 6M | +8.5% | +27.4% | -18.9% | +4.2% |
| YTD | -4.6% | +32.0% | -36.6% | -9.3% |
| 1Y | -5.5% | +40.5% | -46.1% | -11.2% |
| 3Y | +16.7% | +75.7% | -59.0% | +3.7% |
| 5Y | +9.0% | +61.7% | -52.7% | -5.6% |
| All | +9.0% | +63.3% | -54.3% | -5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling