+93.0%
INDA vs RACE
+647.6%
-554.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.6% |
| 7D | +0.7% | -2.5% | +3.2% | +1.5% |
| 30D | -0.8% | +0.8% | -1.6% | -1.1% |
| 3M | +3.9% | +17.2% | -13.2% | -1.5% |
| 6M | -0.7% | +13.6% | -14.3% | -5.3% |
| YTD | -7.7% | +12.2% | -19.9% | -11.9% |
| 1Y | -5.1% | -16.3% | +11.2% | -1.4% |
| 3Y | +13.6% | +36.4% | -22.8% | -4.0% |
| 5Y | +7.8% | +95.0% | -87.2% | -22.3% |
| 10Y | +84.6% | +813.2% | -728.6% | -19.7% |
| All | +93.0% | +647.6% | -554.6% | -18.8% |
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