+189.2%
TECH vs INDA
+115.8%
+73.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | +0.2% | +3.1% | -2.8% | -1.3% |
| 30D | +0.5% | +9.1% | -8.6% | -4.1% |
| 3M | +1.0% | +3.2% | -2.2% | -0.9% |
| 6M | +54.1% | +8.5% | +45.6% | +47.2% |
| YTD | +24.4% | -4.6% | +29.0% | +27.0% |
| 1Y | +19.3% | -5.5% | +24.8% | +22.3% |
| 3Y | +28.5% | +16.7% | +11.8% | +17.6% |
| 5Y | -41.0% | +9.0% | -49.9% | -44.3% |
| All | +189.2% | +115.8% | +73.3% | +105.1% |
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