+17.6%
INDA vs LTH
+240.3%
-222.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | +6.1% | +7.0% | -0.9% | +5.4% |
| 30D | +11.7% | +15.4% | -3.7% | +10.2% |
| 3M | +2.1% | +7.0% | -5.0% | +1.3% |
| 6M | +3.2% | +46.9% | -43.7% | -0.7% |
| YTD | -4.9% | +76.4% | -81.3% | -10.2% |
| 1Y | -4.4% | +83.7% | -88.1% | -10.0% |
| 3Y | +17.6% | +248.9% | -231.3% | +8.0% |
| All | +17.6% | +240.3% | -222.7% | +8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling