+16.9%
INDA vs TMF
-31.3%
+48.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.4% | +0.2% |
| 7D | +3.1% | -8.2% | +11.2% | +3.6% |
| 30D | +9.1% | +5.3% | +3.8% | +8.8% |
| 3M | +3.2% | -8.5% | +11.7% | +3.6% |
| 6M | +8.5% | -17.2% | +25.7% | +9.4% |
| YTD | -4.6% | -23.4% | +18.8% | -3.5% |
| 1Y | -5.5% | -30.2% | +24.7% | -4.2% |
| All | +16.9% | -31.3% | +48.2% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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