+189.2%
HAS vs INDA
+15.9%
+173.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.3% | -1.6% |
| 7D | -0.2% | +6.6% | -6.8% | -4.1% |
| 30D | +31.0% | +10.4% | +20.7% | +23.1% |
| 3M | +30.7% | +1.5% | +29.1% | +29.4% |
| 6M | +23.9% | +1.7% | +22.2% | +22.5% |
| YTD | +48.3% | -5.8% | +54.2% | +53.7% |
| 1Y | +60.2% | -5.1% | +65.3% | +65.0% |
| 3Y | +189.2% | +16.0% | +173.2% | +129.9% |
| All | +189.2% | +15.9% | +173.3% | +129.9% |
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