+1,077.0%
TER vs INDA
+112.6%
+964.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.3% | +8.6% | +8.5% |
| 7D | +5.9% | +3.1% | +2.8% | +3.3% |
| 30D | -30.8% | +11.3% | -42.0% | -37.0% |
| 3M | -29.9% | +3.0% | -32.9% | -32.0% |
| 6M | -27.5% | +6.5% | -34.0% | -31.3% |
| YTD | +37.5% | -4.6% | +42.0% | +43.2% |
| 1Y | +50.3% | -5.8% | +56.0% | +58.1% |
| 3Y | +204.9% | +16.8% | +188.1% | +169.4% |
| 5Y | +89.2% | +10.4% | +78.8% | +76.3% |
| 10Y | +1,077.0% | +116.8% | +960.1% | +605.3% |
| All | +1,077.0% | +112.6% | +964.4% | +605.3% |
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 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