+476.4%
BHP vs INDA
+84.7%
+391.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.9% |
| 7D | -3.6% | -2.7% | -0.9% | -1.7% |
| 30D | -1.2% | -2.8% | +1.6% | +0.8% |
| 3M | +1.2% | +1.6% | -0.4% | +0.1% |
| 6M | +21.4% | -1.4% | +22.8% | +22.8% |
| YTD | +50.4% | -10.1% | +60.6% | +62.2% |
| 1Y | +67.5% | -8.8% | +76.3% | +78.4% |
| 3Y | +72.8% | +7.6% | +65.2% | +63.1% |
| 5Y | +112.6% | +5.8% | +106.8% | +102.1% |
| All | +476.4% | +84.7% | +391.7% | +274.1% |
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 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