-7.7%
INDA vs LTH
+43.6%
-51.2%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-09 to 2026-09-09.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.7% |
| 7D | -2.6% | -4.0% | +1.4% | -2.1% |
| 30D | -2.9% | -1.7% | -1.3% | -2.8% |
| 3M | +2.4% | +28.0% | -25.6% | -1.0% |
| 6M | -2.6% | +54.1% | -56.7% | -8.5% |
| YTD | -10.0% | +57.1% | -67.0% | -15.1% |
| 1Y | -7.7% | +45.8% | -53.4% | -13.5% |
| All | -7.7% | +43.6% | -51.2% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 2025-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded LTH 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…
2025-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling