+100.0%
INDA vs RACE
+658.1%
-558.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.8% |
| 7D | +6.2% | +0.2% | +6.0% | +6.1% |
| 30D | +12.4% | +6.6% | +5.7% | +10.1% |
| 3M | +3.2% | +2.2% | +0.9% | +2.3% |
| 6M | +3.8% | +22.4% | -18.6% | -3.2% |
| YTD | -4.3% | +13.8% | -18.1% | -9.2% |
| 1Y | -4.5% | +2.2% | -6.7% | -6.3% |
| 3Y | +17.1% | +25.6% | -8.5% | +2.2% |
| 5Y | +11.0% | +71.0% | -59.9% | -15.7% |
| 10Y | +107.5% | +739.1% | -631.6% | -7.7% |
| All | +100.0% | +658.1% | -558.1% | -16.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling