+1,661.2%
V vs INDA
+122.9%
+1,538.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.1% |
| 7D | +0.8% | +6.2% | -5.4% | -2.2% |
| 30D | +9.9% | +12.4% | -2.4% | +3.8% |
| 3M | +17.5% | +3.2% | +14.4% | +15.7% |
| 6M | +33.5% | +3.8% | +29.7% | +30.7% |
| YTD | +21.6% | -4.3% | +25.9% | +23.8% |
| 1Y | +27.6% | -4.5% | +32.1% | +30.0% |
| 3Y | +76.4% | +17.1% | +59.3% | +60.7% |
| 5Y | +103.8% | +11.0% | +92.8% | +90.7% |
| 10Y | +455.5% | +107.5% | +348.0% | +280.8% |
| All | +1,661.2% | +122.9% | +1,538.3% | +1,076.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling