+245.6%
CRH vs INDA
+84.7%
+160.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | +0.1% | +0.3% |
| 7D | -6.1% | -2.7% | -3.4% | -4.1% |
| 30D | -9.3% | -2.8% | -6.5% | -7.3% |
| 3M | -15.2% | +1.6% | -16.8% | -16.1% |
| 6M | -14.2% | -1.4% | -12.8% | -13.0% |
| YTD | -28.3% | -10.1% | -18.1% | -22.2% |
| 1Y | -21.8% | -8.8% | -13.0% | -16.4% |
| 3Y | +71.6% | +7.6% | +64.0% | +61.0% |
| 5Y | +96.6% | +5.8% | +90.8% | +87.8% |
| All | +245.6% | +84.7% | +160.9% | +118.2% |
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