+26.7%
Q vs INDA
-8.8%
+35.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +0.2% | +0.7% | -0.5% | -0.6% |
| 30D | -11.1% | -0.8% | -10.3% | -10.2% |
| 3M | -22.1% | +3.9% | -26.1% | -25.3% |
| 6M | +0.5% | -0.7% | +1.2% | -0.1% |
| YTD | +47.8% | -7.7% | +55.5% | +58.3% |
| All | +26.7% | -8.8% | +35.5% | +38.5% |
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