+69.6%
V vs INDA
+4.5%
+65.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.1% | +0.6% |
| 7D | -3.0% | -3.6% | +0.6% | -0.9% |
| 30D | +1.2% | -4.0% | +5.2% | +3.6% |
| 3M | +13.9% | +1.7% | +12.2% | +12.6% |
| 6M | +17.2% | -3.6% | +20.9% | +19.4% |
| YTD | +5.3% | -11.0% | +16.3% | +12.8% |
| 1Y | +9.5% | -9.5% | +19.0% | +15.8% |
| 3Y | +51.9% | +7.6% | +44.3% | +37.6% |
| 5Y | +69.6% | +4.8% | +64.8% | +56.6% |
| All | +69.6% | +4.5% | +65.1% | +56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling