+80.8%
INDA vs RBA
+182.6%
-101.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.3% | -1.2% |
| 7D | -1.0% | -1.1% | +0.1% | -0.8% |
| 30D | -2.5% | -13.2% | +10.7% | +0.4% |
| 3M | +4.0% | -21.4% | +25.3% | +9.0% |
| 6M | -1.8% | -20.9% | +19.1% | +2.7% |
| YTD | -9.2% | -19.9% | +10.7% | -5.6% |
| 1Y | -7.2% | -28.7% | +21.5% | -1.1% |
| 3Y | +9.8% | +27.4% | -17.6% | +0.3% |
| 5Y | +7.5% | +41.7% | -34.2% | -7.3% |
| 10Y | +80.8% | +189.6% | -108.8% | +14.6% |
| All | +80.8% | +182.6% | -101.8% | +14.6% |
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