+102.7%
INDA vs RBA
+236.6%
-133.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.4% | +0.5% |
| 7D | +6.1% | +2.5% | +3.6% | +5.5% |
| 30D | +11.7% | +11.6% | +0.1% | +9.0% |
| 3M | +2.1% | +1.5% | +0.6% | +1.5% |
| 6M | +3.2% | -6.6% | +9.8% | +3.9% |
| YTD | -4.9% | -6.3% | +1.4% | -4.6% |
| 1Y | -4.4% | -4.0% | -0.4% | -4.7% |
| 3Y | +17.6% | +47.3% | -29.7% | +4.2% |
| 5Y | +9.9% | +47.7% | -37.8% | -4.7% |
| 10Y | +102.7% | +224.7% | -122.0% | +30.2% |
| All | +102.7% | +236.6% | -133.9% | +30.2% |
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