+45.8%
ON vs INDA
-9.3%
+55.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | 0.0% | +0.1% |
| 7D | -4.7% | -3.6% | -1.1% | -0.9% |
| 30D | -13.5% | -4.0% | -9.5% | -9.8% |
| 3M | -36.3% | +1.7% | -38.0% | -36.7% |
| 6M | +17.8% | -3.6% | +21.4% | +17.7% |
| YTD | +29.6% | -11.0% | +40.6% | +31.7% |
| 1Y | +45.8% | -9.5% | +55.3% | +45.4% |
| All | +45.8% | -9.3% | +55.1% | +45.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling