-85.6%
SMR vs INDA
-7.3%
-78.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.7% | -7.2% | -8.7% |
| 7D | -9.5% | +6.9% | -16.4% | -19.2% |
| 30D | -33.2% | +7.4% | -40.6% | -40.8% |
| 3M | -45.9% | -1.0% | -45.0% | -44.8% |
| 6M | -57.9% | +2.9% | -60.8% | -59.5% |
| YTD | -63.8% | -7.4% | -56.4% | -61.9% |
| 1Y | -85.6% | -7.4% | -78.2% | -85.2% |
| All | -85.6% | -7.3% | -78.3% | -85.2% |
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