-57.4%
MUZ vs INDA
+7.9%
-65.3%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.9% | -0.3% | -23.6% | -24.3% |
| 7D | -17.7% | +3.1% | -20.8% | -13.2% |
| 30D | +14.5% | +11.3% | +3.2% | +38.5% |
| 3M | -25.7% | +3.0% | -28.7% | -35.2% |
| All | -57.4% | +7.9% | -65.3% | -48.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling