+2,158.8%
LNG vs INDA
+109.8%
+2,049.0%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +0.4% |
| 7D | -6.7% | -2.6% | -4.1% | -5.5% |
| 30D | +3.9% | -2.9% | +6.8% | +5.3% |
| 3M | +15.5% | +2.4% | +13.1% | +13.8% |
| 6M | +10.5% | -2.6% | +13.1% | +10.8% |
| YTD | +43.0% | -10.0% | +52.9% | +48.8% |
| 1Y | +18.9% | -7.7% | +26.5% | +22.0% |
| 3Y | +74.7% | +8.9% | +65.8% | +62.8% |
| 5Y | +231.2% | +6.0% | +225.3% | +210.3% |
| 10Y | +544.5% | +84.4% | +460.1% | +326.4% |
| All | +2,158.8% | +109.8% | +2,049.0% | +1,189.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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