+11.0%
S vs INDA
-9.3%
+20.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.3% |
| 7D | +0.1% | -3.6% | +3.7% | +1.4% |
| 30D | -11.8% | -4.0% | -7.8% | -10.5% |
| 3M | +33.9% | +1.7% | +32.2% | +32.8% |
| 6M | +40.1% | -3.6% | +43.7% | +38.2% |
| YTD | +32.1% | -11.0% | +43.1% | +28.7% |
| 1Y | +11.0% | -9.5% | +20.5% | +8.3% |
| All | +11.0% | -9.3% | +20.4% | +8.3% |
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