-3.9%
INDA vs AHR
+356.1%
-360.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.8% | +1.0% |
| 7D | -2.7% | -2.1% | -0.6% | -2.5% |
| 30D | -2.8% | +1.9% | -4.6% | -2.9% |
| 3M | +1.6% | +15.7% | -14.0% | 0.0% |
| 6M | -1.4% | +2.5% | -3.9% | -1.8% |
| YTD | -10.1% | +15.0% | -25.2% | -11.6% |
| 1Y | -8.8% | +28.1% | -36.9% | -11.5% |
| All | -3.9% | +356.1% | -360.0% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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