+9.1%
INDA vs STLA
-74.6%
+83.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | 0.0% |
| 7D | +1.1% | -13.8% | +14.9% | +3.3% |
| 30D | +9.4% | -10.5% | +19.9% | +10.9% |
| 3M | +2.9% | -28.9% | +31.8% | +7.8% |
| 6M | +7.2% | -49.7% | +57.0% | +18.1% |
| YTD | -4.8% | -64.9% | +60.1% | +9.6% |
| 1Y | -5.1% | -64.0% | +59.0% | +8.6% |
| 3Y | +16.7% | -77.4% | +94.1% | +41.3% |
| All | +9.1% | -74.6% | +83.7% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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