+494.0%
TEAM vs INDA
+83.0%
+411.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.7% |
| 7D | -7.8% | -3.6% | -4.1% | -5.7% |
| 30D | +16.5% | -4.0% | +20.5% | +19.3% |
| 3M | +96.2% | +1.7% | +94.5% | +94.4% |
| 6M | +130.2% | -3.6% | +133.8% | +134.6% |
| YTD | +10.7% | -11.0% | +21.7% | +18.3% |
| 1Y | +3.0% | -9.5% | +12.5% | +8.7% |
| 3Y | -13.1% | +7.6% | -20.7% | -17.1% |
| 5Y | -52.7% | +4.8% | -57.5% | -54.0% |
| All | +494.0% | +83.0% | +411.1% | +351.7% |
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 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