+9.8%
INDA vs RVTY
+16.6%
-6.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.4% |
| 7D | -1.0% | +0.4% | -1.4% | -1.0% |
| 30D | -2.5% | +10.8% | -13.4% | -3.6% |
| 3M | +4.0% | +26.8% | -22.8% | +1.2% |
| 6M | -1.8% | +39.3% | -41.1% | -5.6% |
| YTD | -9.2% | +31.6% | -40.8% | -12.4% |
| 1Y | -7.2% | +47.7% | -54.9% | -11.6% |
| 3Y | +9.8% | +19.9% | -10.1% | +6.2% |
| All | +9.8% | +16.6% | -6.8% | +6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling