+52.5%
V vs INDA
+10.1%
+42.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -1.1% |
| 7D | -1.1% | -1.0% | -0.1% | -0.7% |
| 30D | +1.9% | -2.5% | +4.4% | +2.8% |
| 3M | +15.5% | +4.0% | +11.6% | +13.8% |
| 6M | +16.6% | -1.8% | +18.4% | +17.2% |
| YTD | +5.7% | -9.2% | +14.9% | +9.6% |
| 1Y | +8.6% | -7.2% | +15.7% | +11.5% |
| 3Y | +52.5% | +9.8% | +42.7% | +41.5% |
| All | +52.5% | +10.1% | +42.4% | +41.5% |
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 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