+139.2%
TT vs INDA
+10.5%
+128.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.2% | +1.1% |
| 7D | +3.5% | +3.1% | +0.4% | +1.4% |
| 30D | -11.0% | +11.3% | -22.3% | -17.5% |
| 3M | -12.0% | +3.0% | -15.0% | -13.9% |
| 6M | -10.4% | +6.5% | -17.0% | -14.4% |
| YTD | +9.9% | -4.6% | +14.5% | +13.2% |
| 1Y | +1.5% | -5.8% | +7.2% | +5.4% |
| 3Y | +93.7% | +16.8% | +76.9% | +65.1% |
| 5Y | +139.2% | +10.4% | +128.8% | +102.9% |
| All | +139.2% | +10.5% | +128.8% | +102.9% |
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