+10.4%
INDA vs RRC
+135.4%
-125.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.5% | -0.3% |
| 7D | +3.1% | -0.5% | +3.6% | +3.1% |
| 30D | +11.3% | +25.2% | -13.9% | +10.0% |
| 3M | +3.0% | +27.8% | -24.8% | +1.7% |
| 6M | +6.5% | +27.2% | -20.7% | +5.2% |
| YTD | -4.6% | +48.2% | -52.7% | -6.8% |
| 1Y | -5.8% | +34.7% | -40.5% | -7.4% |
| 3Y | +16.8% | +62.2% | -45.4% | +12.8% |
| 5Y | +10.4% | +130.9% | -120.5% | +3.7% |
| All | +10.4% | +135.4% | -125.0% | +3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling