+140.2%
NI vs INDA
+84.7%
+55.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.4% |
| 7D | 0.0% | -2.7% | +2.7% | +1.1% |
| 30D | -1.4% | -2.8% | +1.4% | -0.4% |
| 3M | -10.6% | +1.6% | -12.2% | -11.2% |
| 6M | -9.3% | -1.4% | -7.9% | -9.1% |
| YTD | +1.1% | -10.1% | +11.3% | +5.0% |
| 1Y | +3.4% | -8.8% | +12.1% | +6.6% |
| 3Y | +67.9% | +7.6% | +60.3% | +60.4% |
| 5Y | +98.0% | +5.8% | +92.2% | +89.0% |
| All | +140.2% | +84.7% | +55.5% | +68.9% |
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