+363.0%
NDAQ vs INDA
+84.7%
+278.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -1.0% |
| 7D | -5.6% | -2.7% | -2.9% | -4.3% |
| 30D | -4.4% | -2.8% | -1.6% | -3.0% |
| 3M | +5.9% | +1.6% | +4.2% | +5.0% |
| 6M | +7.7% | -1.4% | +9.2% | +8.2% |
| YTD | -5.2% | -10.1% | +5.0% | -0.3% |
| 1Y | -3.4% | -8.8% | +5.4% | +0.7% |
| 3Y | +85.6% | +7.6% | +78.0% | +76.7% |
| 5Y | +49.5% | +5.8% | +43.7% | +42.9% |
| All | +363.0% | +84.7% | +278.3% | +227.6% |
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