+4.8%
INDA vs IBN
+52.7%
-47.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.9% |
| 7D | -3.6% | -5.5% | +1.8% | -1.2% |
| 30D | -4.0% | -3.4% | -0.5% | -2.5% |
| 3M | +1.7% | +8.7% | -7.0% | -2.1% |
| 6M | -3.6% | +3.7% | -7.4% | -5.5% |
| YTD | -11.0% | -2.4% | -8.6% | -10.5% |
| 1Y | -9.5% | -8.1% | -1.4% | -6.8% |
| 3Y | +7.6% | +26.3% | -18.7% | -4.5% |
| 5Y | +4.8% | +54.9% | -50.2% | -16.8% |
| All | +4.8% | +52.7% | -47.9% | -16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling