+183.1%
STT vs INDA
+16.8%
+166.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | +4.8% | +1.1% | +3.7% | +4.2% |
| 30D | +3.9% | +9.4% | -5.4% | -0.6% |
| 3M | -8.2% | +2.9% | -11.1% | -9.5% |
| 6M | +15.6% | +7.2% | +8.4% | +11.5% |
| YTD | +37.6% | -4.8% | +42.4% | +41.0% |
| 1Y | +50.1% | -5.1% | +55.2% | +54.0% |
| 3Y | +183.1% | +16.7% | +166.4% | +150.8% |
| All | +183.1% | +16.8% | +166.2% | +150.8% |
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