+12.8%
TEAM vs INDA
-5.0%
+17.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -0.4% | +0.7% | -1.1% | -0.6% |
| 30D | +67.3% | -0.8% | +68.1% | +67.6% |
| 3M | +86.8% | +3.9% | +82.8% | +85.6% |
| 6M | +146.8% | -0.7% | +147.5% | +142.8% |
| YTD | +16.9% | -7.7% | +24.6% | +15.4% |
| 1Y | +12.8% | -5.1% | +17.9% | +17.0% |
| All | +12.8% | -5.0% | +17.8% | +17.0% |
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