+24.1%
PPG vs INDA
+84.7%
-60.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.5% | -0.2% |
| 7D | -6.2% | -2.7% | -3.6% | -4.6% |
| 30D | -7.9% | -2.8% | -5.2% | -6.3% |
| 3M | -10.2% | +1.6% | -11.9% | -11.0% |
| 6M | +2.7% | -1.4% | +4.1% | +4.0% |
| YTD | +4.9% | -10.1% | +15.0% | +12.2% |
| 1Y | -3.2% | -8.8% | +5.6% | +2.4% |
| 3Y | -17.0% | +7.6% | -24.6% | -21.0% |
| 5Y | -23.3% | +5.8% | -29.1% | -26.3% |
| All | +24.1% | +84.7% | -60.6% | -12.8% |
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