+316.0%
HAS vs INDA
+115.1%
+200.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.8% | +0.7% | -2.5% | -2.1% |
| 30D | +2.3% | -0.8% | +3.1% | +2.6% |
| 3M | +10.4% | +3.9% | +6.4% | +8.6% |
| 6M | -3.2% | -0.7% | -2.5% | -3.0% |
| YTD | +15.4% | -7.7% | +23.1% | +19.3% |
| 1Y | +18.8% | -5.1% | +23.9% | +21.3% |
| 3Y | +43.9% | +13.6% | +30.3% | +36.3% |
| 5Y | +13.9% | +7.8% | +6.1% | +10.1% |
| 10Y | +56.4% | +84.6% | -28.2% | +21.4% |
| All | +316.0% | +115.1% | +200.8% | +193.1% |
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