+3.2%
HD vs INDA
+9.0%
-5.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.6% | -1.5% |
| 7D | -1.2% | -1.0% | -0.2% | -0.7% |
| 30D | -11.1% | -2.5% | -8.6% | -10.0% |
| 3M | +2.0% | +4.0% | -1.9% | +0.3% |
| 6M | -10.5% | -1.8% | -8.7% | -9.9% |
| YTD | -6.9% | -9.2% | +2.3% | -3.7% |
| 1Y | -23.2% | -7.2% | -16.0% | -21.4% |
| All | +3.2% | +9.0% | -5.8% | -12.8% |
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