+115.1%
INDA vs XPO
+4,709.0%
-4,593.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.5% | -4.5% | -0.7% |
| 7D | +0.7% | +2.4% | -1.7% | +0.3% |
| 30D | -0.8% | -3.5% | +2.7% | -0.3% |
| 3M | +3.9% | -11.9% | +15.9% | +5.7% |
| 6M | -0.7% | -10.0% | +9.2% | +0.3% |
| YTD | -7.7% | +42.1% | -49.7% | -13.5% |
| 1Y | -5.1% | +47.6% | -52.7% | -12.1% |
| 3Y | +13.6% | +153.6% | -139.9% | -7.2% |
| 5Y | +7.8% | +266.5% | -258.7% | -20.5% |
| 10Y | +84.6% | +1,460.4% | -1,375.8% | +3.5% |
| All | +115.1% | +4,709.0% | -4,593.9% | +6.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling