+82.3%
INDA vs SHAK
+87.2%
-4.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.2% | -2.2% | +0.5% |
| 7D | -2.7% | -8.3% | +5.6% | -1.6% |
| 30D | -2.8% | -12.6% | +9.9% | -1.1% |
| 3M | +1.6% | +9.1% | -7.5% | 0.0% |
| 6M | -1.4% | -31.2% | +29.8% | +2.2% |
| YTD | -10.1% | -21.6% | +11.4% | -8.7% |
| 1Y | -8.8% | -38.8% | +30.0% | -4.4% |
| 3Y | +7.6% | +0.6% | +7.0% | +0.8% |
| 5Y | +5.8% | -22.5% | +28.3% | -0.6% |
| All | +82.3% | +87.2% | -4.9% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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