-6.4%
HAL vs INDA
+16.8%
-23.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.1% |
| 7D | +6.1% | +1.1% | +5.0% | +5.9% |
| 30D | +2.9% | +9.4% | -6.5% | +1.0% |
| 3M | +3.3% | +2.9% | +0.4% | +2.9% |
| 6M | -16.9% | +7.2% | -24.1% | -18.4% |
| YTD | +21.2% | -4.8% | +26.0% | +25.4% |
| 1Y | +27.5% | -5.1% | +32.6% | +32.1% |
| 3Y | -6.4% | +16.7% | -23.1% | -12.4% |
| All | -6.4% | +16.8% | -23.3% | -12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling