+2,331.6%
TT vs INDA
+115.1%
+2,216.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | 0.0% | +0.7% | -0.7% | -0.4% |
| 30D | -7.2% | -0.8% | -6.4% | -6.8% |
| 3M | -3.0% | +3.9% | -6.9% | -4.8% |
| 6M | +1.4% | -0.7% | +2.1% | +1.6% |
| YTD | +15.9% | -7.7% | +23.6% | +20.4% |
| 1Y | +9.4% | -5.1% | +14.5% | +12.0% |
| 3Y | +124.4% | +13.6% | +110.7% | +109.1% |
| 5Y | +138.0% | +7.8% | +130.2% | +127.5% |
| 10Y | +886.4% | +84.6% | +801.7% | +608.3% |
| All | +2,331.6% | +115.1% | +2,216.5% | +1,553.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling