+94.1%
CRH vs INDA
+5.7%
+88.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | +0.1% | +0.1% |
| 7D | -6.1% | -2.7% | -3.4% | -3.6% |
| 30D | -9.3% | -2.8% | -6.5% | -6.8% |
| 3M | -15.2% | +1.6% | -16.8% | -16.3% |
| 6M | -14.2% | -1.4% | -12.8% | -12.9% |
| YTD | -28.3% | -10.1% | -18.1% | -20.9% |
| 1Y | -21.8% | -8.8% | -13.0% | -15.5% |
| 3Y | +71.6% | +7.6% | +64.0% | +52.3% |
| All | +94.1% | +5.7% | +88.4% | +72.2% |
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 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