+109.8%
INDA vs UUUU
-11.8%
+121.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -2.6% | +1.8% | -4.4% | -2.7% |
| 30D | -2.9% | +1.8% | -4.8% | -3.2% |
| 3M | +2.4% | +1.3% | +1.1% | +1.9% |
| 6M | -2.6% | -26.8% | +24.2% | -1.3% |
| YTD | -10.0% | +0.1% | -10.0% | -11.8% |
| 1Y | -7.7% | +11.2% | -18.9% | -11.5% |
| 3Y | +8.9% | +97.7% | -88.8% | -3.8% |
| 5Y | +6.0% | +127.3% | -121.4% | -11.1% |
| 10Y | +84.4% | +532.6% | -448.2% | +27.6% |
| All | +109.8% | -11.8% | +121.6% | +58.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling