+84.4%
INDA vs RRC
+4.5%
+79.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | -2.6% | -1.7% | -0.9% | -2.5% |
| 30D | -2.9% | +3.6% | -6.5% | -3.2% |
| 3M | +2.4% | +8.8% | -6.5% | +1.6% |
| 6M | -2.6% | +0.8% | -3.4% | -2.9% |
| YTD | -10.0% | +19.0% | -28.9% | -11.5% |
| 1Y | -7.7% | +22.9% | -30.6% | -9.6% |
| 3Y | +8.9% | +32.3% | -23.4% | +4.9% |
| 5Y | +6.0% | +151.6% | -145.6% | -5.8% |
| 10Y | +84.4% | +5.5% | +78.9% | +58.8% |
| All | +84.4% | +4.5% | +79.8% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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