+18.8%
HAL vs INDA
+121.8%
-103.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.2% |
| 7D | +6.1% | +1.1% | +5.0% | +5.3% |
| 30D | +2.9% | +9.4% | -6.5% | -3.5% |
| 3M | +3.3% | +2.9% | +0.4% | +0.8% |
| 6M | -16.9% | +7.2% | -24.1% | -21.6% |
| YTD | +21.2% | -4.8% | +26.0% | +23.0% |
| 1Y | +27.5% | -5.1% | +32.6% | +29.7% |
| 3Y | -6.4% | +16.7% | -23.1% | -18.9% |
| 5Y | +58.0% | +8.8% | +49.2% | +43.3% |
| 10Y | -14.6% | +116.2% | -130.9% | -49.8% |
| All | +18.8% | +121.8% | -103.0% | -30.4% |
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 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