+48.1%
INDA vs NTR
+103.7%
-55.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -2.6% | +0.5% | -3.1% | -2.7% |
| 30D | -2.9% | +21.7% | -24.7% | -6.9% |
| 3M | +2.4% | +22.8% | -20.4% | -2.2% |
| 6M | -2.6% | +8.2% | -10.8% | -5.1% |
| YTD | -10.0% | +32.9% | -42.9% | -16.6% |
| 1Y | -7.7% | +45.3% | -53.0% | -16.6% |
| 3Y | +8.9% | +41.7% | -32.8% | -2.7% |
| 5Y | +6.0% | +49.8% | -43.8% | -16.2% |
| All | +48.1% | +103.7% | -55.6% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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