+183.5%
TECH vs INDA
+83.0%
+100.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | +0.4% |
| 7D | -0.5% | -3.6% | +3.1% | +1.4% |
| 30D | 0.0% | -4.0% | +4.0% | +2.1% |
| 3M | +37.4% | +1.7% | +35.7% | +36.1% |
| 6M | +36.9% | -3.6% | +40.5% | +39.0% |
| YTD | +23.1% | -11.0% | +34.1% | +30.4% |
| 1Y | +42.2% | -9.5% | +51.7% | +49.2% |
| 3Y | +1.9% | +7.6% | -5.7% | -2.4% |
| 5Y | -42.9% | +4.8% | -47.7% | -44.8% |
| All | +183.5% | +83.0% | +100.6% | +118.6% |
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 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