+72.8%
HCA vs INDA
+5.7%
+67.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +0.9% |
| 7D | +5.4% | -2.7% | +8.1% | +6.8% |
| 30D | +3.0% | -2.8% | +5.7% | +4.4% |
| 3M | +13.0% | +1.6% | +11.4% | +12.0% |
| 6M | -20.3% | -1.4% | -18.8% | -19.9% |
| YTD | -8.2% | -10.1% | +1.9% | -3.4% |
| 1Y | +6.7% | -8.8% | +15.5% | +11.2% |
| 3Y | +60.4% | +7.6% | +52.8% | +47.9% |
| All | +72.8% | +5.7% | +67.1% | +56.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling