+263.4%
THC vs INDA
+9.4%
+253.9%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.2% |
| 7D | +7.5% | +6.1% | +1.4% | +2.7% |
| 30D | +9.6% | +11.7% | -2.1% | +0.5% |
| 3M | +10.3% | +2.1% | +8.2% | +8.4% |
| 6M | +51.8% | +3.2% | +48.7% | +47.8% |
| YTD | +45.4% | -4.9% | +50.3% | +50.8% |
| 1Y | +40.8% | -4.4% | +45.2% | +45.1% |
| 3Y | +448.8% | +17.6% | +431.2% | +351.6% |
| 5Y | +263.4% | +9.9% | +253.5% | +211.8% |
| All | +263.4% | +9.4% | +253.9% | +211.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling