+9.1%
INDA vs RY
+123.4%
-114.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +1.1% | +0.6% | +0.5% | +0.9% |
| 30D | +9.4% | +5.0% | +4.3% | +7.3% |
| 3M | +2.9% | -5.3% | +8.3% | +5.0% |
| 6M | +7.2% | +13.8% | -6.6% | +1.8% |
| YTD | -4.8% | +21.0% | -25.8% | -11.8% |
| 1Y | -5.1% | +40.5% | -45.6% | -16.8% |
| 3Y | +16.7% | +159.7% | -143.0% | -20.6% |
| All | +9.1% | +123.4% | -114.3% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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