-5.1%
INDA vs XPO
+38.7%
-43.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.4% |
| 7D | +1.1% | +9.0% | -7.9% | +0.1% |
| 30D | +9.4% | +4.2% | +5.2% | +8.8% |
| 3M | +2.9% | -8.7% | +11.6% | +3.9% |
| 6M | +7.2% | -2.8% | +10.0% | +6.9% |
| YTD | -4.8% | +41.9% | -46.7% | -7.4% |
| 1Y | -5.1% | +42.3% | -47.4% | -7.8% |
| All | -5.1% | +38.7% | -43.8% | -7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling