-46.3%
INDI vs SPY
+78.7%
-125.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.2% | -1.3% |
| 7D | -1.4% | +0.5% | -2.0% | -3.0% |
| 30D | -13.4% | -0.9% | -12.4% | -11.1% |
| 3M | -21.7% | +3.9% | -25.6% | -27.7% |
| 6M | +35.1% | +14.5% | +20.6% | -1.8% |
| YTD | -0.8% | +12.9% | -13.8% | -25.2% |
| 1Y | -17.5% | +19.4% | -36.8% | -45.3% |
| 3Y | -46.3% | +78.5% | -124.8% | -86.7% |
| All | -46.3% | +78.7% | -125.0% | -86.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling