+115.9%
INDA vs RBA
+207.2%
-91.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.4% |
| 7D | +1.1% | +1.7% | -0.6% | +0.7% |
| 30D | +9.4% | +8.3% | +1.0% | +7.4% |
| 3M | +2.9% | +10.5% | -7.6% | +0.5% |
| 6M | +7.2% | -5.9% | +13.1% | +7.9% |
| YTD | -4.8% | -6.9% | +2.1% | -4.4% |
| 1Y | -5.1% | -4.9% | -0.2% | -5.2% |
| 3Y | +16.7% | +64.5% | -47.8% | +0.6% |
| 5Y | +8.8% | +46.1% | -37.3% | -5.5% |
| All | +115.9% | +207.2% | -91.3% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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