+17.0%
INDA vs RACE
+26.1%
-9.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +3.1% | -3.9% | +7.0% | +3.7% |
| 30D | +11.3% | +6.8% | +4.5% | +10.2% |
| 3M | +3.0% | +1.3% | +1.7% | +2.7% |
| 6M | +6.5% | +26.3% | -19.7% | +2.9% |
| YTD | -4.6% | +13.8% | -18.4% | -6.9% |
| 1Y | -5.8% | -0.5% | -5.3% | -6.8% |
| All | +17.0% | +26.1% | -9.1% | +11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling