-65.4%
TEAM vs INDA
+8.7%
-74.1%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.3% |
| 7D | -2.4% | +1.1% | -3.5% | -3.5% |
| 30D | -26.7% | +9.4% | -36.1% | -33.6% |
| 3M | -9.6% | +2.9% | -12.6% | -12.9% |
| 6M | +86.0% | +7.2% | +78.8% | +71.7% |
| YTD | -7.5% | -4.8% | -2.7% | -3.0% |
| 1Y | -1.4% | -5.1% | +3.7% | +3.5% |
| 3Y | -14.3% | +16.7% | -31.0% | -35.9% |
| All | -65.4% | +8.7% | -74.1% | -73.3% |
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