+62.5%
T vs INDA
+115.4%
-52.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +2.5% | +1.1% | +1.4% | +2.2% |
| 30D | -3.8% | +9.4% | -13.1% | -6.7% |
| 3M | -8.7% | +2.9% | -11.7% | -9.7% |
| 6M | -8.1% | +7.2% | -15.4% | -10.5% |
| YTD | -6.4% | -4.8% | -1.6% | -5.2% |
| 1Y | -9.8% | -5.1% | -4.7% | -8.5% |
| 3Y | +65.5% | +16.7% | +48.8% | +53.3% |
| 5Y | +57.0% | +8.8% | +48.2% | +48.6% |
| All | +62.5% | +115.4% | -52.9% | +17.2% |
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 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