+36.6%
ORLY vs INDA
+7.9%
+28.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.2% |
| 7D | -2.4% | -2.7% | +0.3% | -2.0% |
| 30D | -6.8% | -2.8% | -4.0% | -6.4% |
| 3M | -4.8% | +1.6% | -6.4% | -5.0% |
| 6M | -9.1% | -1.4% | -7.7% | -9.1% |
| YTD | -5.9% | -10.1% | +4.2% | -5.2% |
| 1Y | -20.4% | -8.8% | -11.6% | -20.0% |
| 3Y | +36.6% | +7.6% | +29.0% | +37.6% |
| All | +36.6% | +7.9% | +28.7% | +37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling