-3.7%
INDA vs AHR
+357.7%
-361.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.7% | -0.7% |
| 7D | -2.6% | -4.3% | +1.7% | -2.2% |
| 30D | -2.9% | -3.1% | +0.1% | -2.7% |
| 3M | +2.4% | +15.7% | -13.3% | +0.8% |
| 6M | -2.6% | +4.1% | -6.7% | -3.1% |
| YTD | -10.0% | +15.4% | -25.4% | -11.5% |
| 1Y | -7.7% | +28.0% | -35.6% | -10.4% |
| All | -3.7% | +357.7% | -361.4% | -13.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling