+80.6%
INDA vs RGEN
+414.1%
-333.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.1% |
| 7D | -3.6% | -2.9% | -0.7% | -3.3% |
| 30D | -4.0% | -0.1% | -3.9% | -4.0% |
| 3M | +1.7% | +25.9% | -24.2% | -1.6% |
| 6M | -3.6% | +35.2% | -38.9% | -7.9% |
| YTD | -11.0% | +0.5% | -11.5% | -11.8% |
| 1Y | -9.5% | +37.0% | -46.5% | -14.1% |
| 3Y | +7.6% | +2.0% | +5.6% | +2.7% |
| 5Y | +4.8% | -44.2% | +49.0% | +5.6% |
| All | +80.6% | +414.1% | -333.6% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RGEN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling