+9.8%
INDA vs IAG
+797.8%
-787.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -1.5% |
| 7D | -1.0% | +4.3% | -5.2% | -1.2% |
| 30D | -2.5% | +9.8% | -12.3% | -3.1% |
| 3M | +4.0% | +28.9% | -24.9% | +2.3% |
| 6M | -1.8% | -7.6% | +5.8% | -2.1% |
| YTD | -9.2% | +22.0% | -31.1% | -10.7% |
| 1Y | -7.2% | +99.5% | -106.7% | -11.0% |
| 3Y | +9.8% | +818.3% | -808.4% | -2.6% |
| All | +9.8% | +797.8% | -787.9% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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