+489.2%
SPCX vs INDA
-6.6%
+495.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | +0.1% |
| 7D | +3.6% | +1.1% | +2.5% | -0.2% |
| 30D | -8.6% | +9.4% | -18.0% | -35.3% |
| 3M | -1.5% | +2.9% | -4.5% | -13.4% |
| 6M | +532.9% | +8.9% | +524.0% | +375.2% |
| YTD | +538.6% | -4.8% | +543.4% | +379.1% |
| 1Y | +442.9% | -5.1% | +447.9% | +307.2% |
| All | +489.2% | -6.6% | +495.8% | +331.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling