+631.0%
MSCI vs INDA
+81.7%
+549.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +1.1% |
| 7D | -1.1% | -2.6% | +1.5% | +0.6% |
| 30D | -1.2% | -2.9% | +1.8% | +0.7% |
| 3M | -8.4% | +2.4% | -10.8% | -9.9% |
| 6M | -1.0% | -2.6% | +1.6% | +0.1% |
| YTD | -2.3% | -10.0% | +7.7% | +3.8% |
| 1Y | -1.2% | -7.7% | +6.5% | +3.0% |
| 3Y | +7.9% | +8.9% | -1.0% | -0.8% |
| 5Y | -10.1% | +6.0% | -16.0% | -15.5% |
| 10Y | +631.0% | +84.4% | +546.6% | +377.2% |
| All | +631.0% | +81.7% | +549.2% | +377.2% |
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