-16.7%
TRI vs INDA
-7.3%
-9.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.7% | +3.7% | +6.0% |
| 7D | +1.0% | +6.9% | -5.9% | +0.4% |
| 30D | +20.8% | +7.4% | +13.3% | +20.0% |
| 3M | +8.1% | -1.0% | +9.1% | +7.8% |
| 6M | +24.2% | +2.9% | +21.3% | +23.9% |
| YTD | -7.8% | -7.4% | -0.3% | -6.4% |
| 1Y | -16.7% | -7.4% | -9.3% | -15.4% |
| All | -16.7% | -7.3% | -9.3% | -15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling