+121.3%
HBM vs INDA
-5.0%
+126.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -6.4% | +0.7% | -7.1% | -7.2% |
| 30D | +5.9% | -0.8% | +6.7% | +7.1% |
| 3M | -8.9% | +3.9% | -12.8% | -12.7% |
| 6M | +10.7% | -0.7% | +11.4% | +8.1% |
| YTD | +38.3% | -7.7% | +45.9% | +38.8% |
| 1Y | +121.3% | -5.1% | +126.4% | +118.5% |
| All | +121.3% | -5.0% | +126.3% | +118.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling