+76.1%
V vs INDA
+18.0%
+58.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | +0.6% | +6.2% | -5.6% | -1.6% |
| 30D | +9.7% | +12.4% | -2.6% | +5.1% |
| 3M | +17.3% | +3.2% | +14.1% | +15.8% |
| 6M | +33.2% | +3.8% | +29.4% | +31.0% |
| YTD | +21.3% | -4.3% | +25.6% | +23.1% |
| 1Y | +27.3% | -4.5% | +31.8% | +29.2% |
| 3Y | +76.1% | +17.1% | +59.0% | +72.7% |
| All | +76.1% | +18.0% | +58.1% | +72.7% |
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