+201.7%
BAH vs INDA
+83.0%
+118.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.2% | +6.0% | +5.1% |
| 7D | +2.4% | -3.6% | +6.1% | +3.4% |
| 30D | -2.9% | -4.0% | +1.0% | -2.0% |
| 3M | -1.3% | +1.7% | -3.1% | -1.9% |
| 6M | -0.9% | -3.6% | +2.8% | -0.2% |
| YTD | -8.2% | -11.0% | +2.8% | -5.7% |
| 1Y | -24.0% | -9.5% | -14.5% | -22.3% |
| 3Y | -28.1% | +7.6% | -35.7% | -30.8% |
| 5Y | +2.5% | +4.8% | -2.3% | -1.3% |
| All | +201.7% | +83.0% | +118.7% | +144.3% |
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