+6.3%
HAL vs INDA
+85.1%
-78.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.6% |
| 7D | -1.3% | -2.6% | +1.3% | +0.8% |
| 30D | +10.9% | -2.9% | +13.8% | +13.4% |
| 3M | -5.8% | +2.4% | -8.2% | -8.2% |
| 6M | +8.1% | -2.6% | +10.7% | +8.6% |
| YTD | +33.2% | -10.0% | +43.2% | +42.4% |
| 1Y | +74.2% | -7.7% | +81.8% | +81.9% |
| 3Y | -3.7% | +8.9% | -12.6% | -14.4% |
| 5Y | +111.9% | +6.0% | +105.9% | +91.5% |
| All | +6.3% | +85.1% | -78.8% | -37.6% |
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