+287.5%
CAH vs INDA
+84.7%
+202.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.0% |
| 7D | -5.1% | -2.7% | -2.4% | -4.0% |
| 30D | +0.2% | -2.8% | +2.9% | +1.3% |
| 3M | +6.3% | +1.6% | +4.7% | +5.5% |
| 6M | +9.4% | -1.4% | +10.8% | +9.7% |
| YTD | +15.0% | -10.1% | +25.1% | +19.7% |
| 1Y | +55.4% | -8.8% | +64.2% | +60.7% |
| 3Y | +173.8% | +7.6% | +166.2% | +160.9% |
| 5Y | +395.2% | +5.8% | +389.4% | +372.3% |
| All | +287.5% | +84.7% | +202.8% | +181.9% |
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