+96.8%
INDA vs RACE
+658.9%
-562.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.2% |
| 7D | +6.6% | +5.1% | +1.6% | +5.0% |
| 30D | +10.4% | +7.7% | +2.7% | +7.8% |
| 3M | +1.5% | +2.2% | -0.6% | +0.7% |
| 6M | +1.7% | +23.8% | -22.0% | -5.5% |
| YTD | -5.8% | +13.9% | -19.7% | -10.7% |
| 1Y | -5.1% | +3.8% | -8.9% | -7.4% |
| 3Y | +16.0% | +28.0% | -12.0% | +0.5% |
| 5Y | +9.3% | +64.9% | -55.6% | -15.9% |
| 10Y | +102.1% | +780.4% | -678.2% | -11.3% |
| All | +96.8% | +658.9% | -562.0% | -17.6% |
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