+82.3%
INDA vs MDY
+177.2%
-94.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | +0.5% |
| 7D | -2.7% | -1.9% | -0.8% | -1.6% |
| 30D | -2.8% | -4.6% | +1.9% | 0.0% |
| 3M | +1.6% | -1.2% | +2.9% | +2.3% |
| 6M | -1.4% | +9.2% | -10.6% | -6.6% |
| YTD | -10.1% | +13.1% | -23.2% | -16.7% |
| 1Y | -8.8% | +13.0% | -21.8% | -15.7% |
| 3Y | +7.6% | +49.2% | -41.6% | -18.5% |
| 5Y | +5.8% | +47.2% | -41.5% | -20.9% |
| All | +82.3% | +177.2% | -94.9% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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