+16.0%
INDA vs ALHC
+21.9%
-5.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.9% | +4.6% | +1.8% |
| 7D | +6.6% | +1.0% | +5.7% | +6.6% |
| 30D | +10.4% | -14.2% | +24.5% | +10.7% |
| 3M | +1.5% | -45.1% | +46.7% | +2.7% |
| 6M | +1.7% | -59.5% | +61.3% | +3.3% |
| YTD | -5.8% | -62.8% | +57.0% | -4.4% |
| 1Y | -5.1% | -55.5% | +50.4% | -3.9% |
| 3Y | +16.0% | +25.7% | -9.7% | +13.7% |
| All | +16.0% | +21.9% | -5.9% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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