+227.5%
LOW vs INDA
+84.7%
+142.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.8% | -0.4% |
| 7D | -3.7% | -2.7% | -1.0% | -2.2% |
| 30D | -8.9% | -2.8% | -6.1% | -7.4% |
| 3M | -10.4% | +1.6% | -12.0% | -11.2% |
| 6M | -19.4% | -1.4% | -18.0% | -18.7% |
| YTD | -17.1% | -10.1% | -7.0% | -11.9% |
| 1Y | -26.3% | -8.8% | -17.5% | -22.5% |
| 3Y | -9.9% | +7.6% | -17.5% | -14.9% |
| 5Y | +6.1% | +5.8% | +0.3% | +0.8% |
| All | +227.5% | +84.7% | +142.8% | +123.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling