+983.7%
BAH vs INDA
+115.1%
+868.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.4% | -1.5% |
| 7D | -3.2% | +0.7% | -3.9% | -3.4% |
| 30D | +2.0% | -0.8% | +2.8% | +2.2% |
| 3M | -7.6% | +3.9% | -11.6% | -8.7% |
| 6M | -5.7% | -0.7% | -5.0% | -5.8% |
| YTD | -11.7% | -7.7% | -4.1% | -10.1% |
| 1Y | -27.4% | -5.1% | -22.3% | -26.7% |
| 3Y | -32.5% | +13.6% | -46.2% | -35.9% |
| 5Y | -3.3% | +7.8% | -11.1% | -7.3% |
| 10Y | +186.0% | +84.6% | +101.4% | +125.7% |
| All | +983.7% | +115.1% | +868.6% | +700.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling