-14.9%
HAL vs INDA
+115.4%
-130.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.3% |
| 7D | +6.1% | +1.1% | +5.0% | +5.2% |
| 30D | +2.9% | +9.4% | -6.5% | -4.6% |
| 3M | +3.3% | +2.9% | +0.4% | +0.4% |
| 6M | -16.9% | +7.2% | -24.1% | -22.4% |
| YTD | +21.2% | -4.8% | +26.0% | +23.4% |
| 1Y | +27.5% | -5.1% | +32.6% | +30.2% |
| 3Y | -6.4% | +16.7% | -23.1% | -21.8% |
| 5Y | +58.0% | +8.8% | +49.2% | +39.5% |
| All | -14.9% | +115.4% | -130.3% | -54.6% |
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 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