+30.4%
HAL vs INDA
+115.1%
-84.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.9% | +0.7% | +2.2% | +2.5% |
| 30D | +17.0% | -0.8% | +17.8% | +17.6% |
| 3M | -9.7% | +3.9% | -13.6% | -12.5% |
| 6M | +8.6% | -0.7% | +9.3% | +7.7% |
| YTD | +33.0% | -7.7% | +40.6% | +38.4% |
| 1Y | +68.3% | -5.1% | +73.4% | +71.5% |
| 3Y | +0.1% | +13.6% | -13.5% | -11.4% |
| 5Y | +102.6% | +7.8% | +94.8% | +85.6% |
| 10Y | +3.8% | +84.6% | -80.8% | -33.6% |
| All | +30.4% | +115.1% | -84.8% | -21.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling