+189.3%
TECH vs INDA
+115.4%
+73.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.2% | +0.2% |
| 7D | +0.1% | +1.1% | -1.0% | -0.4% |
| 30D | +0.5% | +9.4% | -8.9% | -4.2% |
| 3M | +1.1% | +2.9% | -1.8% | -0.6% |
| 6M | +62.8% | +7.2% | +55.6% | +56.6% |
| YTD | +24.5% | -4.8% | +29.3% | +27.2% |
| 1Y | +20.6% | -5.1% | +25.7% | +23.4% |
| 3Y | +29.5% | +16.7% | +12.8% | +18.5% |
| 5Y | -40.9% | +8.8% | -49.7% | -44.2% |
| All | +189.3% | +115.4% | +73.9% | +105.5% |
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