-53.1%
TEAM vs INDA
+5.9%
-59.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.6% |
| 7D | -4.7% | -2.6% | -2.1% | -1.9% |
| 30D | +17.0% | -2.9% | +20.0% | +20.7% |
| 3M | +85.9% | +2.4% | +83.5% | +81.6% |
| 6M | +116.7% | -2.6% | +119.3% | +121.4% |
| YTD | +9.6% | -10.0% | +19.6% | +22.3% |
| 1Y | -2.5% | -7.7% | +5.1% | +4.8% |
| 3Y | -14.0% | +8.9% | -22.9% | -28.9% |
| 5Y | -53.1% | +6.0% | -59.1% | -62.0% |
| All | -53.1% | +5.9% | -59.0% | -62.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling