+116.3%
INDA vs RACE
+717.8%
-601.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.7% |
| 7D | +3.1% | -4.0% | +7.1% | +4.4% |
| 30D | +9.1% | +3.5% | +5.6% | +7.9% |
| 3M | +3.2% | -0.4% | +3.6% | +3.2% |
| 6M | +8.5% | +23.2% | -14.7% | +0.8% |
| YTD | -4.6% | +11.0% | -15.6% | -8.9% |
| 1Y | -5.5% | -2.2% | -3.3% | -6.0% |
| 3Y | +16.7% | +22.5% | -5.8% | +1.8% |
| 5Y | +9.0% | +63.2% | -54.2% | -17.4% |
| All | +116.3% | +717.8% | -601.5% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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