-7.4%
INDA vs RVTY
+74.0%
-81.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.5% | +5.2% | +3.0% |
| 7D | +6.9% | -3.6% | +10.5% | +7.2% |
| 30D | +7.4% | +1.4% | +6.1% | +7.2% |
| 3M | -1.0% | +43.2% | -44.2% | -5.2% |
| 6M | +2.9% | +84.5% | -81.6% | -5.3% |
| YTD | -7.4% | +65.2% | -72.6% | -14.3% |
| 1Y | -7.4% | +74.3% | -81.7% | -14.5% |
| All | -7.4% | +74.0% | -81.4% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 1y: compounded portfolio wealth divided by compounded RVTY 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…
1y analysis · Full analysis span regression · 6 months rolling