+835.9%
RMD vs INDA
+115.1%
+720.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.4% |
| 7D | -5.0% | +0.7% | -5.7% | -5.3% |
| 30D | +2.2% | -0.8% | +3.0% | +2.6% |
| 3M | +17.8% | +3.9% | +13.9% | +16.0% |
| 6M | -11.3% | -0.7% | -10.6% | -11.1% |
| YTD | -4.4% | -7.7% | +3.2% | -1.3% |
| 1Y | -15.7% | -5.1% | -10.6% | -14.1% |
| 3Y | +47.7% | +13.6% | +34.1% | +38.5% |
| 5Y | -19.2% | +7.8% | -27.0% | -22.8% |
| 10Y | +280.4% | +84.6% | +195.8% | +185.8% |
| All | +835.9% | +115.1% | +720.8% | +556.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling