-76.7%
INDI price history and return analytics
+141.8%
-218.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +4.3% |
| 7D | +52.0% | -0.1% | +52.1% | +54.3% |
| 30D | -12.3% | -3.1% | -9.2% | -6.7% |
| 3M | -38.7% | -3.5% | -35.2% | -34.1% |
| 6M | -47.0% | +0.5% | -47.4% | -44.7% |
| YTD | -35.4% | +10.8% | -46.2% | -40.4% |
| 1Y | -47.3% | +11.9% | -59.2% | -51.8% |
| 3Y | -59.6% | +73.0% | -132.5% | -74.8% |
| 5Y | -81.8% | +58.6% | -140.4% | -88.1% |
| All | -76.7% | +141.8% | -218.6% | -86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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