+1,381.0%
NET vs INDA
+65.3%
+1,315.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.7% | -5.3% | -4.5% |
| 7D | -16.4% | +6.9% | -23.3% | -20.4% |
| 30D | -25.8% | +7.4% | -33.3% | -29.8% |
| 3M | -11.5% | -1.0% | -10.5% | -11.4% |
| 6M | +18.9% | +2.9% | +16.0% | +15.7% |
| YTD | +35.2% | -7.4% | +42.7% | +41.7% |
| 1Y | +14.5% | -7.4% | +21.8% | +19.8% |
| 3Y | +313.8% | +14.1% | +299.7% | +272.4% |
| 5Y | +32.6% | +8.2% | +24.4% | +25.4% |
| All | +1,381.0% | +65.3% | +1,315.7% | +1,124.9% |
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 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