+566.1%
XYZ vs INDA
+115.8%
+450.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -4.0% | -4.0% |
| 7D | -2.1% | +3.1% | -5.2% | -5.3% |
| 30D | +7.0% | +9.1% | -2.1% | -2.4% |
| 3M | +5.1% | +3.2% | +1.9% | +1.9% |
| 6M | +14.1% | +8.5% | +5.6% | +5.1% |
| YTD | +26.4% | -4.6% | +31.0% | +33.8% |
| 1Y | +25.1% | -5.5% | +30.6% | +33.8% |
| 3Y | +59.7% | +16.7% | +43.0% | +34.6% |
| 5Y | -63.8% | +9.0% | -72.8% | -65.6% |
| All | +566.1% | +115.8% | +450.2% | +276.3% |
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