+1,913.5%
THC vs INDA
+112.6%
+1,801.0%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | +0.2% | +3.1% | -2.9% | -2.1% |
| 30D | +9.0% | +11.3% | -2.3% | +0.4% |
| 3M | +12.9% | +3.0% | +9.9% | +10.3% |
| 6M | +52.8% | +6.5% | +46.3% | +45.3% |
| YTD | +47.4% | -4.6% | +52.0% | +51.9% |
| 1Y | +47.7% | -5.8% | +53.5% | +53.6% |
| 3Y | +444.7% | +16.8% | +427.9% | +372.7% |
| 5Y | +269.3% | +10.4% | +258.9% | +235.3% |
| 10Y | +1,913.5% | +116.8% | +1,796.7% | +1,042.4% |
| All | +1,913.5% | +112.6% | +1,801.0% | +1,042.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling