+78.2%
HBAN vs INDA
+7.9%
+70.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.2% |
| 7D | -1.0% | -2.7% | +1.7% | +0.7% |
| 30D | -5.6% | -2.8% | -2.8% | -4.0% |
| 3M | -1.1% | +1.6% | -2.8% | -2.3% |
| 6M | +9.9% | -1.4% | +11.3% | +10.5% |
| YTD | -0.9% | -10.1% | +9.2% | +5.7% |
| 1Y | -1.4% | -8.8% | +7.4% | +3.8% |
| 3Y | +78.2% | +7.6% | +70.6% | +49.0% |
| All | +78.2% | +7.9% | +70.4% | +49.0% |
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