-40.3%
RUN vs INDA
+7.9%
-48.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.7% |
| 7D | -13.5% | +1.1% | -14.6% | -15.8% |
| 30D | +18.3% | +9.4% | +8.9% | -4.0% |
| 3M | -12.5% | +2.9% | -15.4% | -17.5% |
| 6M | -40.3% | +7.2% | -47.6% | -47.9% |
| All | -40.3% | +7.9% | -48.2% | -47.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling