-37.8%
HDB vs INDA
+5.9%
-43.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -0.9% |
| 7D | -4.9% | -2.6% | -2.3% | -2.1% |
| 30D | -5.8% | -2.9% | -2.9% | -2.7% |
| 3M | -5.2% | +2.4% | -7.6% | -7.5% |
| 6M | -25.7% | -2.6% | -23.1% | -23.3% |
| YTD | -39.6% | -10.0% | -29.6% | -32.3% |
| 1Y | -36.9% | -7.7% | -29.2% | -31.2% |
| 3Y | -29.7% | +8.9% | -38.6% | -36.3% |
| 5Y | -37.8% | +6.0% | -43.7% | -42.4% |
| All | -37.8% | +5.9% | -43.7% | -42.4% |
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 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