+1,658.0%
V vs INDA
+122.9%
+1,535.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.1% |
| 7D | +0.6% | +6.2% | -5.6% | -2.4% |
| 30D | +9.7% | +12.4% | -2.6% | +3.6% |
| 3M | +17.3% | +3.2% | +14.1% | +15.4% |
| 6M | +33.2% | +3.8% | +29.4% | +30.5% |
| YTD | +21.3% | -4.3% | +25.6% | +23.5% |
| 1Y | +27.3% | -4.5% | +31.8% | +29.7% |
| 3Y | +76.1% | +17.1% | +59.0% | +60.4% |
| 5Y | +103.5% | +11.0% | +92.4% | +90.3% |
| 10Y | +454.5% | +107.5% | +346.9% | +280.1% |
| All | +1,658.0% | +122.9% | +1,535.0% | +1,074.2% |
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