+588.2%
HBM vs INDA
+84.7%
+503.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.4% | -1.6% |
| 7D | -3.3% | -2.7% | -0.6% | -0.4% |
| 30D | -4.8% | -2.8% | -2.1% | -1.8% |
| 3M | -0.4% | +1.6% | -2.1% | -2.0% |
| 6M | +17.9% | -1.4% | +19.3% | +21.2% |
| YTD | +33.7% | -10.1% | +43.9% | +51.6% |
| 1Y | +95.6% | -8.8% | +104.4% | +117.7% |
| 3Y | +458.1% | +7.6% | +450.5% | +420.0% |
| 5Y | +329.0% | +5.8% | +323.2% | +316.0% |
| All | +588.2% | +84.7% | +503.5% | +287.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling