+15.8%
HBM vs INDA
-3.9%
+19.6%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -1.2% | -6.4% | -5.5% |
| 7D | -3.7% | -3.6% | -0.1% | +2.7% |
| 30D | -3.7% | -4.0% | +0.3% | +3.5% |
| 3M | +8.0% | +1.7% | +6.3% | +4.8% |
| 6M | +15.8% | -3.6% | +19.4% | +25.4% |
| All | +15.8% | -3.9% | +19.6% | +25.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling