+113.1%
BHP vs INDA
+4.5%
+108.6%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.2% | -4.4% |
| 7D | -3.7% | -3.6% | -0.1% | -1.0% |
| 30D | -0.8% | -4.0% | +3.1% | +2.2% |
| 3M | +7.6% | +1.7% | +5.9% | +6.3% |
| 6M | +20.8% | -3.6% | +24.4% | +24.2% |
| YTD | +50.8% | -11.0% | +61.7% | +63.8% |
| 1Y | +70.9% | -9.5% | +80.4% | +83.1% |
| 3Y | +78.0% | +7.6% | +70.4% | +65.9% |
| 5Y | +113.1% | +4.8% | +108.3% | +100.6% |
| All | +113.1% | +4.5% | +108.6% | +100.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling