+32.6%
HD vs INDA
+16.9%
+15.7%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +2.4% |
| 7D | +3.6% | +6.1% | -2.5% | +0.5% |
| 30D | +21.6% | +11.7% | +9.9% | +15.2% |
| 3M | +0.1% | +2.1% | -2.0% | -1.0% |
| 6M | +13.0% | +3.2% | +9.8% | +11.1% |
| YTD | +4.9% | -4.9% | +9.8% | +5.6% |
| 1Y | -2.1% | -4.4% | +2.3% | -1.7% |
| 3Y | +32.6% | +17.6% | +15.0% | +5.6% |
| All | +32.6% | +16.9% | +15.7% | +5.6% |
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