+155.4%
P vs INDA
+13.0%
+142.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +6.5% | +0.7% | +5.8% | +5.8% |
| 30D | +18.8% | -0.8% | +19.6% | +19.6% |
| 3M | +26.7% | +3.9% | +22.8% | +22.6% |
| 6M | +62.2% | -0.7% | +62.9% | +62.5% |
| YTD | +48.5% | -7.7% | +56.2% | +61.0% |
| 1Y | +26.4% | -5.1% | +31.5% | +33.2% |
| All | +155.4% | +13.0% | +142.4% | +115.1% |
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 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