+115.1%
INDA vs SUI
+391.5%
-276.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +0.7% | -2.8% | +3.5% | +1.6% |
| 30D | -0.8% | -1.2% | +0.4% | -0.5% |
| 3M | +3.9% | -1.7% | +5.7% | +4.2% |
| 6M | -0.7% | -10.5% | +9.8% | +2.4% |
| YTD | -7.7% | -1.8% | -5.8% | -7.6% |
| 1Y | -5.1% | -4.1% | -1.0% | -4.5% |
| 3Y | +13.6% | +11.3% | +2.4% | +6.4% |
| 5Y | +7.8% | -32.1% | +39.9% | +18.6% |
| 10Y | +84.6% | +110.4% | -25.8% | +31.2% |
| All | +115.1% | +391.5% | -276.4% | +10.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling