+119.4%
INDA vs SUI
+400.1%
-280.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.2% |
| 7D | +6.6% | +6.2% | +0.4% | +4.7% |
| 30D | +10.4% | +8.6% | +1.8% | +7.4% |
| 3M | +1.5% | +1.0% | +0.5% | +1.0% |
| 6M | +1.7% | -2.6% | +4.3% | +2.1% |
| YTD | -5.8% | -0.1% | -5.7% | -6.4% |
| 1Y | -5.1% | +0.5% | -5.6% | -5.9% |
| 3Y | +16.0% | +15.3% | +0.7% | +7.4% |
| 5Y | +9.3% | -26.1% | +35.4% | +16.4% |
| 10Y | +102.1% | +117.8% | -15.7% | +41.9% |
| All | +119.4% | +400.1% | -280.7% | +11.4% |
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