+252.8%
SPOT vs INDA
+56.0%
+196.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.2% |
| 7D | -3.1% | -2.7% | -0.4% | -1.5% |
| 30D | +7.4% | -2.8% | +10.1% | +9.2% |
| 3M | +8.2% | +1.6% | +6.5% | +7.1% |
| 6M | +2.2% | -1.4% | +3.6% | +2.7% |
| YTD | -9.5% | -10.1% | +0.7% | -4.0% |
| 1Y | -23.8% | -8.8% | -15.1% | -20.0% |
| 3Y | +233.5% | +7.6% | +225.9% | +216.0% |
| 5Y | +112.2% | +5.8% | +106.4% | +104.0% |
| All | +252.8% | +56.0% | +196.8% | +180.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling