+256.9%
BN vs INDA
+83.0%
+173.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | -0.1% | -0.3% |
| 7D | -5.9% | -3.6% | -2.2% | -3.1% |
| 30D | -15.1% | -4.0% | -11.1% | -12.4% |
| 3M | -14.6% | +1.7% | -16.3% | -15.7% |
| 6M | -8.4% | -3.6% | -4.8% | -5.7% |
| YTD | -16.8% | -11.0% | -5.8% | -9.0% |
| 1Y | -14.4% | -9.5% | -4.9% | -7.6% |
| 3Y | +70.1% | +7.6% | +62.5% | +61.2% |
| 5Y | +33.5% | +4.8% | +28.8% | +29.7% |
| All | +256.9% | +83.0% | +173.9% | +127.4% |
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