+4.8%
INDA vs BNS
+92.5%
-87.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -1.9% | -1.4% |
| 7D | -3.6% | -2.2% | -1.4% | -2.9% |
| 30D | -4.0% | +4.5% | -8.4% | -5.5% |
| 3M | +1.7% | +14.9% | -13.2% | -3.1% |
| 6M | -3.6% | +32.5% | -36.1% | -12.6% |
| YTD | -11.0% | +28.6% | -39.6% | -18.5% |
| 1Y | -9.5% | +48.4% | -57.9% | -21.0% |
| 3Y | +7.6% | +130.8% | -123.2% | -20.1% |
| 5Y | +4.8% | +94.8% | -90.0% | -15.7% |
| All | +4.8% | +92.5% | -87.7% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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