-78.6%
INDI vs SPY
+186.4%
-264.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.2% |
| 7D | +16.0% | +2.6% | +13.4% | +12.7% |
| 30D | +4.7% | -2.0% | +6.7% | +9.3% |
| 3M | -49.3% | -2.8% | -46.5% | -46.3% |
| 6M | -53.4% | +2.1% | -55.6% | -52.8% |
| YTD | -40.5% | +11.5% | -52.0% | -45.5% |
| 1Y | -46.7% | +13.5% | -60.2% | -52.1% |
| 3Y | -63.7% | +77.7% | -141.4% | -77.2% |
| 5Y | -85.6% | +72.6% | -158.2% | -91.0% |
| All | -78.6% | +186.4% | -264.9% | -87.7% |
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 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