+291.1%
P vs INDA
+7.2%
+283.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.3% | +3.2% |
| 7D | +7.8% | -1.0% | +8.8% | +8.8% |
| 30D | +12.3% | -2.5% | +14.9% | +14.9% |
| 3M | +37.1% | +4.0% | +33.1% | +32.4% |
| 6M | +66.1% | -1.8% | +67.9% | +67.9% |
| YTD | +50.9% | -9.2% | +60.1% | +65.0% |
| 1Y | +27.2% | -7.2% | +34.4% | +36.3% |
| 3Y | +158.7% | +9.8% | +148.8% | +135.3% |
| 5Y | +291.1% | +7.5% | +283.6% | +243.7% |
| All | +291.1% | +7.2% | +283.9% | +243.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling