+368.5%
PSX vs INDA
+5.9%
+362.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.9% |
| 7D | +1.8% | -2.6% | +4.4% | +2.7% |
| 30D | +21.6% | -2.9% | +24.6% | +22.8% |
| 3M | +46.5% | +2.4% | +44.1% | +44.8% |
| 6M | +62.0% | -2.6% | +64.6% | +62.8% |
| YTD | +106.3% | -10.0% | +116.3% | +114.9% |
| 1Y | +103.0% | -7.7% | +110.6% | +108.4% |
| 3Y | +135.5% | +8.9% | +126.6% | +118.5% |
| 5Y | +368.5% | +6.0% | +362.5% | +343.3% |
| All | +368.5% | +5.9% | +362.6% | +343.3% |
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