+82.3%
INDA vs TRU
+147.2%
-64.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.7% |
| 7D | -2.7% | -2.7% | 0.0% | -2.0% |
| 30D | -2.8% | -2.0% | -0.7% | -2.4% |
| 3M | +1.6% | +18.4% | -16.8% | -3.0% |
| 6M | -1.4% | +8.9% | -10.3% | -4.3% |
| YTD | -10.1% | -8.9% | -1.2% | -9.5% |
| 1Y | -8.8% | -15.9% | +7.1% | -6.7% |
| 3Y | +7.6% | -1.1% | +8.7% | +0.6% |
| 5Y | +5.8% | -35.2% | +41.0% | +12.6% |
| All | +82.3% | +147.2% | -64.9% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling