+26.2%
MAR vs INDA
-5.0%
+31.2%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | -4.2% | +0.7% | -4.9% | -4.5% |
| 30D | -6.7% | -0.8% | -5.9% | -6.3% |
| 3M | -12.5% | +3.9% | -16.4% | -14.8% |
| 6M | +0.6% | -0.7% | +1.3% | -0.2% |
| YTD | +9.1% | -7.7% | +16.8% | +11.0% |
| 1Y | +26.2% | -5.1% | +31.3% | +26.9% |
| All | +26.2% | -5.0% | +31.2% | +26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling