+82.3%
INDA vs XPO
+1,516.3%
-1,434.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.0% | +1.0% |
| 7D | -2.7% | -5.7% | +3.0% | -1.7% |
| 30D | -2.8% | -12.8% | +10.0% | -0.5% |
| 3M | +1.6% | -20.0% | +21.6% | +5.4% |
| 6M | -1.4% | -6.0% | +4.6% | -0.9% |
| YTD | -10.1% | +34.0% | -44.2% | -15.6% |
| 1Y | -8.8% | +35.6% | -44.3% | -15.0% |
| 3Y | +7.6% | +152.3% | -144.7% | -15.0% |
| 5Y | +5.8% | +264.4% | -258.6% | -26.1% |
| All | +82.3% | +1,516.3% | -1,434.0% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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