+15.3%
HAS vs INDA
+9.0%
+6.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.8% | +0.7% | -2.5% | -2.3% |
| 30D | +2.3% | -0.8% | +3.1% | +2.9% |
| 3M | +10.4% | +3.9% | +6.4% | +7.3% |
| 6M | -3.2% | -0.7% | -2.5% | -2.9% |
| YTD | +15.4% | -7.7% | +23.1% | +22.0% |
| 1Y | +18.8% | -5.1% | +23.9% | +22.8% |
| 3Y | +43.9% | +13.6% | +30.3% | +27.2% |
| All | +15.3% | +9.0% | +6.4% | +2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling