-7.7%
INDA vs RVTY
+43.7%
-51.3%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.7% | -0.6% |
| 7D | -2.6% | -5.4% | +2.8% | -2.0% |
| 30D | -2.9% | +6.7% | -9.7% | -3.6% |
| 3M | +2.4% | +19.0% | -16.6% | +0.2% |
| 6M | -2.6% | +34.6% | -37.3% | -6.6% |
| YTD | -10.0% | +28.3% | -38.2% | -13.4% |
| 1Y | -7.7% | +46.0% | -53.7% | -11.7% |
| All | -7.7% | +43.7% | -51.3% | -11.7% |
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