+80.6%
INDA vs GAP
+27.6%
+53.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +1.0% | -0.9% |
| 7D | -3.6% | -6.3% | +2.7% | -2.9% |
| 30D | -4.0% | -0.2% | -3.7% | -4.1% |
| 3M | +1.7% | 0.0% | +1.7% | +1.4% |
| 6M | -3.6% | -8.1% | +4.5% | -3.3% |
| YTD | -11.0% | -16.5% | +5.5% | -9.9% |
| 1Y | -9.5% | -10.5% | +1.0% | -9.5% |
| 3Y | +7.6% | +104.0% | -96.3% | -7.4% |
| 5Y | +4.8% | +6.8% | -2.0% | -5.0% |
| All | +80.6% | +27.6% | +53.0% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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