+17.0%
INDA vs SUI
+17.9%
-1.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.6% | -0.2% |
| 7D | +3.1% | -2.4% | +5.6% | +3.4% |
| 30D | +11.3% | +3.3% | +7.9% | +10.8% |
| 3M | +3.0% | +0.7% | +2.3% | +2.8% |
| 6M | +6.5% | -4.1% | +10.7% | +6.8% |
| YTD | -4.6% | -1.8% | -2.7% | -4.5% |
| 1Y | -5.8% | -4.1% | -1.7% | -5.5% |
| All | +17.0% | +17.9% | -1.0% | +13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling