+116.3%
INDA vs RVTY
+216.9%
-100.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.1% |
| 7D | +3.1% | +4.1% | -1.0% | +2.1% |
| 30D | +9.1% | +1.3% | +7.8% | +8.5% |
| 3M | +3.2% | +33.3% | -30.1% | -4.0% |
| 6M | +8.5% | +58.3% | -49.8% | -3.5% |
| YTD | -4.6% | +62.7% | -67.3% | -16.4% |
| 1Y | -5.5% | +67.2% | -72.7% | -17.9% |
| 3Y | +16.7% | +87.3% | -70.6% | -5.4% |
| 5Y | +9.0% | -13.4% | +22.4% | +9.2% |
| All | +116.3% | +216.9% | -100.6% | +33.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling