+25.0%
HL vs INDA
-7.3%
+32.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +2.7% | +10.4% | +10.2% |
| 7D | +0.2% | +6.9% | -6.7% | -6.4% |
| 30D | -12.1% | +7.4% | -19.5% | -18.3% |
| 3M | -2.8% | -1.0% | -1.9% | -1.6% |
| 6M | -14.9% | +2.9% | -17.8% | -17.2% |
| YTD | -22.0% | -7.4% | -14.6% | -22.2% |
| 1Y | +25.0% | -7.4% | +32.4% | +24.8% |
| All | +25.0% | -7.3% | +32.3% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling