+847.5%
MSCI vs INDA
+115.4%
+732.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.5% |
| 7D | +3.0% | +1.1% | +1.9% | +2.3% |
| 30D | +17.8% | +9.4% | +8.4% | +11.3% |
| 3M | +15.2% | +2.9% | +12.2% | +13.0% |
| 6M | +16.5% | +7.2% | +9.2% | +11.2% |
| YTD | +16.4% | -4.8% | +21.2% | +19.3% |
| 1Y | +16.8% | -5.1% | +21.9% | +19.9% |
| 3Y | +35.8% | +16.7% | +19.1% | +19.2% |
| 5Y | +7.0% | +8.8% | -1.8% | -1.2% |
| All | +847.5% | +115.4% | +732.1% | +488.1% |
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