+1,458.8%
V vs INDA
+115.1%
+1,343.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -1.7% | +0.7% | -2.4% | -2.1% |
| 30D | +2.0% | -0.8% | +2.8% | +2.3% |
| 3M | +17.4% | +3.9% | +13.4% | +15.0% |
| 6M | +17.5% | -0.7% | +18.2% | +17.5% |
| YTD | +7.6% | -7.7% | +15.2% | +11.5% |
| 1Y | +7.7% | -5.1% | +12.8% | +10.0% |
| 3Y | +54.7% | +13.6% | +41.0% | +43.1% |
| 5Y | +73.0% | +7.8% | +65.2% | +64.4% |
| 10Y | +390.9% | +84.6% | +306.2% | +251.7% |
| All | +1,458.8% | +115.1% | +1,343.6% | +960.1% |
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