+29.7%
Q vs INDA
-10.3%
+40.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +4.0% | +4.3% |
| 7D | +6.7% | -1.0% | +7.7% | +7.9% |
| 30D | -10.6% | -2.5% | -8.1% | -7.8% |
| 3M | -14.6% | +4.0% | -18.6% | -18.3% |
| 6M | +12.1% | -1.8% | +13.9% | +12.8% |
| YTD | +51.3% | -9.2% | +60.4% | +65.2% |
| All | +29.7% | -10.3% | +40.0% | +44.5% |
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 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