+78.3%
PR vs INDA
-7.0%
+85.3%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.9% | +0.3% |
| 7D | -0.6% | -1.0% | +0.4% | -1.1% |
| 30D | +17.4% | -2.5% | +19.9% | +15.7% |
| 3M | +21.8% | +4.0% | +17.8% | +24.5% |
| 6M | +27.6% | -1.8% | +29.4% | +29.3% |
| YTD | +71.4% | -9.2% | +80.6% | +74.6% |
| 1Y | +78.3% | -7.2% | +85.5% | +80.7% |
| All | +78.3% | -7.0% | +85.3% | +80.7% |
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 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