+5,039.9%
INDB vs SPY
+3,045.4%
+1,994.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | -0.3% | +3.3% | -3.6% | -3.4% |
| 30D | +9.6% | -2.7% | +12.3% | +12.2% |
| 3M | -0.6% | -1.7% | +1.1% | +0.7% |
| 6M | +11.1% | +3.1% | +8.0% | +7.2% |
| YTD | +17.9% | +11.9% | +6.0% | +5.1% |
| 1Y | +24.6% | +12.0% | +12.6% | +10.9% |
| 3Y | +81.0% | +78.2% | +2.8% | +4.2% |
| 5Y | +13.8% | +73.2% | -59.5% | -33.9% |
| 10Y | +79.0% | +309.6% | -230.6% | -53.8% |
| All | +5,039.9% | +3,045.4% | +1,994.5% | +277.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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