+12.8%
INDA vs GPC
+0.9%
+12.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | +0.7% | +1.2% | -0.5% | +0.6% |
| 30D | -0.8% | +6.0% | -6.8% | -1.4% |
| 3M | +3.9% | +42.6% | -38.7% | -0.1% |
| 6M | -0.7% | +22.8% | -23.5% | -3.3% |
| YTD | -7.7% | +15.5% | -23.1% | -10.0% |
| 1Y | -5.1% | +2.0% | -7.1% | -6.4% |
| All | +12.8% | +0.9% | +12.0% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 3y: compounded portfolio wealth divided by compounded GPC 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…
3y analysis · Full analysis span regression · 6 months rolling