+569.6%
MA vs INDA
+112.6%
+457.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.4% |
| 7D | -1.8% | +3.1% | -4.9% | -3.7% |
| 30D | +11.0% | +11.3% | -0.3% | +3.7% |
| 3M | +17.9% | +3.0% | +14.9% | +15.5% |
| 6M | +33.2% | +6.5% | +26.6% | +27.5% |
| YTD | +16.5% | -4.6% | +21.0% | +19.5% |
| 1Y | +19.1% | -5.8% | +24.9% | +23.1% |
| 3Y | +70.6% | +16.8% | +53.8% | +50.7% |
| 5Y | +92.1% | +10.4% | +81.7% | +76.6% |
| 10Y | +569.6% | +116.8% | +452.8% | +321.2% |
| All | +569.6% | +112.6% | +457.0% | +321.2% |
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