+6.6%
INDA vs UUUU
+83.7%
-77.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.3% | +5.2% | -0.9% |
| 7D | -3.6% | -5.0% | +1.4% | -3.4% |
| 30D | -4.0% | -7.8% | +3.8% | -3.7% |
| 3M | +1.7% | -0.4% | +2.2% | +1.5% |
| 6M | -3.6% | -32.9% | +29.2% | -2.9% |
| YTD | -11.0% | -6.3% | -4.7% | -11.6% |
| 1Y | -9.5% | +7.9% | -17.4% | -11.2% |
| All | +6.6% | +83.7% | -77.1% | -1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling