+614.2%
TEAM vs INDA
+121.7%
+492.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -2.4% | +1.1% | -3.5% | -3.0% |
| 30D | -26.7% | +9.4% | -36.1% | -30.8% |
| 3M | -9.6% | +2.9% | -12.6% | -11.6% |
| 6M | +86.0% | +7.2% | +78.8% | +77.8% |
| YTD | -7.5% | -4.8% | -2.7% | -5.4% |
| 1Y | -1.4% | -5.1% | +3.7% | +0.9% |
| 3Y | -14.3% | +16.7% | -31.0% | -22.6% |
| 5Y | -66.3% | +8.8% | -75.1% | -68.1% |
| 10Y | +445.6% | +116.2% | +329.4% | +265.4% |
| All | +614.2% | +121.7% | +492.6% | +387.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling