+214.5%
HDB vs INDA
+115.1%
+99.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.4% | +0.7% | -0.3% | -0.2% |
| 30D | -2.8% | -0.8% | -2.0% | -2.1% |
| 3M | -3.5% | +3.9% | -7.5% | -6.7% |
| 6M | -24.7% | -0.7% | -24.0% | -23.9% |
| YTD | -36.6% | -7.7% | -28.9% | -31.7% |
| 1Y | -34.4% | -5.1% | -29.3% | -31.0% |
| 3Y | -24.4% | +13.6% | -38.0% | -31.9% |
| 5Y | -35.4% | +7.8% | -43.2% | -38.6% |
| 10Y | +39.5% | +84.6% | -45.1% | -17.2% |
| All | +214.5% | +115.1% | +99.3% | +60.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling