+29.7%
Q vs INDA
-12.1%
+41.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -0.3% |
| 7D | +4.1% | -3.6% | +7.7% | +8.7% |
| 30D | -10.7% | -4.0% | -6.8% | -6.4% |
| 3M | -11.7% | +1.7% | -13.4% | -13.2% |
| 6M | +8.3% | -3.6% | +12.0% | +11.5% |
| YTD | +51.3% | -11.0% | +62.3% | +69.3% |
| All | +29.7% | -12.1% | +41.8% | +48.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling