+1,449.6%
NET vs INDA
+64.9%
+1,384.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -1.9% | -2.0% |
| 7D | -7.0% | +0.7% | -7.7% | -7.5% |
| 30D | -4.8% | -0.8% | -4.0% | -4.3% |
| 3M | +3.8% | +3.9% | -0.1% | +0.8% |
| 6M | +50.0% | -0.7% | +50.8% | +50.0% |
| YTD | +41.5% | -7.7% | +49.1% | +49.2% |
| 1Y | +32.8% | -5.1% | +37.9% | +37.0% |
| 3Y | +335.9% | +13.6% | +322.2% | +296.8% |
| 5Y | +113.8% | +7.8% | +106.0% | +103.9% |
| All | +1,449.6% | +64.9% | +1,384.6% | +1,190.4% |
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 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