+4.8%
INDA vs HRB
+109.9%
-105.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -3.6% | -12.2% | +8.5% | -2.8% |
| 30D | -4.0% | -3.0% | -1.0% | -3.9% |
| 3M | +1.7% | +21.7% | -20.0% | 0.0% |
| 6M | -3.6% | +52.3% | -56.0% | -7.2% |
| YTD | -11.0% | +6.5% | -17.5% | -11.2% |
| 1Y | -9.5% | -6.7% | -2.8% | -8.6% |
| 3Y | +7.6% | +25.1% | -17.5% | +3.6% |
| 5Y | +4.8% | +113.8% | -109.0% | -4.5% |
| All | +4.8% | +109.9% | -105.1% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 5y: compounded portfolio wealth divided by compounded HRB 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…
5y analysis · Full analysis span regression · 6 months rolling