+11.9%
U vs INDA
+8.1%
+3.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.5% |
| 7D | +4.4% | -2.6% | +7.0% | +7.4% |
| 30D | -1.3% | -2.9% | +1.6% | +1.9% |
| 3M | +49.6% | +2.4% | +47.2% | +45.3% |
| 6M | +100.2% | -2.6% | +102.8% | +106.3% |
| YTD | -3.7% | -10.0% | +6.3% | +9.6% |
| 1Y | -6.5% | -7.7% | +1.2% | +2.5% |
| All | +11.9% | +8.1% | +3.8% | -15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling