+12.8%
INDA vs TAP
-27.5%
+40.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +0.7% | -2.3% | +3.0% | +0.8% |
| 30D | -0.8% | -2.1% | +1.3% | -0.7% |
| 3M | +3.9% | +6.6% | -2.7% | +3.4% |
| 6M | -0.7% | -11.5% | +10.8% | -0.2% |
| YTD | -7.7% | -10.3% | +2.6% | -7.2% |
| 1Y | -5.1% | -14.4% | +9.3% | -4.4% |
| All | +12.8% | -27.5% | +40.3% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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