+800.7%
MSCI vs INDA
+104.9%
+695.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.2% |
| 7D | +2.7% | +6.2% | -3.5% | -1.2% |
| 30D | +16.2% | +12.4% | +3.9% | +8.0% |
| 3M | +17.1% | +3.2% | +13.9% | +14.7% |
| 6M | +13.0% | +3.8% | +9.2% | +10.1% |
| YTD | +15.8% | -4.3% | +20.1% | +18.3% |
| 1Y | +15.5% | -4.5% | +20.0% | +18.1% |
| 3Y | +32.3% | +17.1% | +15.2% | +15.9% |
| 5Y | +8.2% | +11.0% | -2.9% | -1.4% |
| 10Y | +800.7% | +107.5% | +693.2% | +454.2% |
| All | +800.7% | +104.9% | +695.8% | +454.2% |
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