+115.9%
INDA vs IBN
+385.6%
-269.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.4% |
| 7D | +1.1% | +1.9% | -0.8% | +0.2% |
| 30D | +9.4% | +22.1% | -12.7% | -0.6% |
| 3M | +2.9% | +17.1% | -14.2% | -4.6% |
| 6M | +7.2% | +35.5% | -28.3% | -7.4% |
| YTD | -4.8% | +16.8% | -21.6% | -12.0% |
| 1Y | -5.1% | +12.4% | -17.5% | -10.7% |
| 3Y | +16.7% | +58.0% | -41.4% | -7.9% |
| 5Y | +8.8% | +73.7% | -65.0% | -19.2% |
| All | +115.9% | +385.6% | -269.7% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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