+71.8%
GH vs INDA
-7.3%
+79.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.7% | -6.4% | -5.0% |
| 7D | -7.7% | +6.9% | -14.6% | -11.1% |
| 30D | -10.0% | +7.4% | -17.4% | -13.6% |
| 3M | +5.5% | -1.0% | +6.5% | +6.8% |
| 6M | +84.9% | +2.9% | +82.0% | +81.0% |
| YTD | +65.0% | -7.4% | +72.5% | +64.5% |
| 1Y | +71.8% | -7.4% | +79.2% | +70.5% |
| All | +71.8% | -7.3% | +79.1% | +70.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling