+122.9%
INDA vs RY
+550.3%
-427.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.3% |
| 7D | +6.2% | -0.6% | +6.8% | +6.5% |
| 30D | +12.4% | +6.1% | +6.2% | +8.4% |
| 3M | +3.2% | -3.4% | +6.5% | +5.0% |
| 6M | +3.8% | +12.8% | -9.0% | -3.7% |
| YTD | -4.3% | +21.0% | -25.3% | -14.9% |
| 1Y | -4.5% | +40.5% | -44.9% | -22.3% |
| 3Y | +17.1% | +159.9% | -142.8% | -35.7% |
| 5Y | +11.0% | +125.0% | -113.9% | -34.4% |
| 10Y | +107.5% | +350.6% | -243.1% | -22.9% |
| All | +122.9% | +550.3% | -427.4% | -31.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling