-31.9%
BAH vs INDA
+8.1%
-40.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.1% |
| 7D | -1.3% | -2.6% | +1.3% | -1.4% |
| 30D | -6.6% | -2.9% | -3.7% | -6.7% |
| 3M | -7.2% | +2.4% | -9.5% | -7.1% |
| 6M | -10.0% | -2.6% | -7.4% | -9.9% |
| YTD | -12.5% | -10.0% | -2.5% | -12.1% |
| 1Y | -27.9% | -7.7% | -20.2% | -27.7% |
| All | -31.9% | +8.1% | -40.0% | -35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling