+8.5%
INDA vs RBA
+45.3%
-36.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | +0.7% | -2.9% | +3.6% | +1.1% |
| 30D | -0.8% | -12.3% | +11.5% | +0.8% |
| 3M | +3.9% | -20.5% | +24.5% | +6.7% |
| 6M | -0.7% | -18.5% | +17.8% | +1.5% |
| YTD | -7.7% | -18.2% | +10.6% | -5.8% |
| 1Y | -5.1% | -27.5% | +22.4% | -1.8% |
| 3Y | +13.6% | +38.1% | -24.4% | +7.6% |
| All | +8.5% | +45.3% | -36.8% | -0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling