+7.6%
INDA vs MKTX
-25.3%
+32.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.0% | +1.0% |
| 7D | -2.7% | -0.2% | -2.5% | -2.7% |
| 30D | -2.8% | +0.7% | -3.5% | -2.8% |
| 3M | +1.6% | +40.8% | -39.2% | +0.9% |
| 6M | -1.4% | -8.0% | +6.6% | -1.6% |
| YTD | -10.1% | -8.7% | -1.4% | -10.3% |
| 1Y | -8.8% | -11.8% | +3.1% | -8.9% |
| 3Y | +7.6% | -24.0% | +31.6% | +6.3% |
| All | +7.6% | -25.3% | +32.9% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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