+501.2%
MA vs INDA
+85.1%
+416.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | 0.0% |
| 7D | -3.5% | -2.6% | -0.9% | -1.9% |
| 30D | +0.8% | -2.9% | +3.7% | +2.7% |
| 3M | +14.8% | +2.4% | +12.4% | +12.9% |
| 6M | +10.0% | -2.6% | +12.6% | +11.3% |
| YTD | -0.1% | -10.0% | +9.8% | +6.4% |
| 1Y | -2.2% | -7.7% | +5.4% | +2.2% |
| 3Y | +39.3% | +8.9% | +30.4% | +29.1% |
| 5Y | +66.3% | +6.0% | +60.4% | +57.2% |
| All | +501.2% | +85.1% | +416.1% | +301.1% |
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