+82.7%
INDA vs RGEN
+415.3%
-332.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.6% |
| 7D | -2.6% | -4.6% | +2.0% | -2.0% |
| 30D | -2.9% | +1.2% | -4.1% | -3.1% |
| 3M | +2.4% | +26.8% | -24.5% | -1.0% |
| 6M | -2.6% | +29.1% | -31.7% | -6.4% |
| YTD | -10.0% | +0.7% | -10.7% | -10.8% |
| 1Y | -7.7% | +39.1% | -46.7% | -12.6% |
| 3Y | +8.9% | +2.2% | +6.6% | +3.9% |
| 5Y | +6.0% | -44.0% | +50.0% | +6.8% |
| All | +82.7% | +415.3% | -332.6% | +29.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling