+957.3%
TT vs INDA
+81.7%
+875.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | +0.1% |
| 7D | +1.4% | -2.6% | +4.0% | +2.9% |
| 30D | -6.7% | -2.9% | -3.7% | -5.1% |
| 3M | -5.4% | +2.4% | -7.8% | -6.7% |
| 6M | +4.4% | -2.6% | +7.0% | +5.8% |
| YTD | +14.9% | -10.0% | +24.9% | +21.7% |
| 1Y | +9.3% | -7.7% | +16.9% | +13.8% |
| 3Y | +121.7% | +8.9% | +112.9% | +109.2% |
| 5Y | +148.2% | +6.0% | +142.2% | +137.1% |
| 10Y | +957.3% | +84.4% | +872.9% | +642.7% |
| All | +957.3% | +81.7% | +875.5% | +642.7% |
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