+80.6%
INDA vs UUUU
+495.2%
-414.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.3% | +5.2% | -0.6% |
| 7D | -3.6% | -5.0% | +1.4% | -3.2% |
| 30D | -4.0% | -7.8% | +3.8% | -3.4% |
| 3M | +1.7% | -0.4% | +2.2% | +1.3% |
| 6M | -3.6% | -32.9% | +29.2% | -1.5% |
| YTD | -11.0% | -6.3% | -4.7% | -12.6% |
| 1Y | -9.5% | +7.9% | -17.4% | -13.4% |
| 3Y | +7.6% | +85.2% | -77.6% | -5.7% |
| 5Y | +4.8% | +97.0% | -92.2% | -13.0% |
| All | +80.6% | +495.2% | -414.6% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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