+115.9%
INDA vs SUI
+123.0%
-7.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.5% |
| 7D | +1.1% | -1.5% | +2.6% | +1.5% |
| 30D | +9.4% | +3.7% | +5.6% | +8.1% |
| 3M | +2.9% | -0.4% | +3.3% | +2.8% |
| 6M | +7.2% | -2.8% | +10.0% | +7.6% |
| YTD | -4.8% | -1.6% | -3.2% | -4.9% |
| 1Y | -5.1% | -2.1% | -3.0% | -5.1% |
| 3Y | +16.7% | +18.5% | -1.8% | +7.1% |
| 5Y | +8.8% | -26.5% | +35.3% | +16.6% |
| All | +115.9% | +123.0% | -7.1% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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