+253.9%
XLI vs INDA
+84.7%
+169.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.5% |
| 7D | -1.7% | -2.7% | +1.0% | -0.2% |
| 30D | -7.3% | -2.8% | -4.5% | -5.9% |
| 3M | -1.3% | +1.6% | -3.0% | -2.3% |
| 6M | +2.2% | -1.4% | +3.7% | +2.9% |
| YTD | +11.7% | -10.1% | +21.8% | +18.1% |
| 1Y | +14.3% | -8.8% | +23.0% | +19.6% |
| 3Y | +70.3% | +7.6% | +62.7% | +61.6% |
| 5Y | +82.3% | +5.8% | +76.5% | +73.6% |
| All | +253.9% | +84.7% | +169.2% | +149.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling