+40.7%
THC vs INDA
-7.3%
+48.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.7% | +6.9% | +8.1% |
| 7D | +8.8% | +6.9% | +1.9% | +5.5% |
| 30D | +12.6% | +7.4% | +5.2% | +8.9% |
| 3M | +15.4% | -1.0% | +16.4% | +15.8% |
| 6M | +57.7% | +2.9% | +54.8% | +55.2% |
| YTD | +47.1% | -7.4% | +54.5% | +43.4% |
| 1Y | +40.7% | -7.4% | +48.1% | +37.4% |
| All | +40.7% | -7.3% | +48.0% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling