+82.3%
INDA vs SONY
+293.1%
-210.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.7% | +0.5% |
| 7D | -2.7% | -2.7% | 0.0% | -2.0% |
| 30D | -2.8% | +1.5% | -4.3% | -3.2% |
| 3M | +1.6% | +13.0% | -11.4% | -2.0% |
| 6M | -1.4% | +11.2% | -12.6% | -4.9% |
| YTD | -10.1% | -6.6% | -3.5% | -9.2% |
| 1Y | -8.8% | -18.1% | +9.4% | -4.7% |
| 3Y | +7.6% | +42.1% | -34.5% | -7.1% |
| 5Y | +5.8% | +11.0% | -5.3% | -2.9% |
| All | +82.3% | +293.1% | -210.8% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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