+194.3%
NOK vs INDA
+7.9%
+186.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.0% | +3.8% | +4.3% |
| 7D | +11.0% | -2.7% | +13.7% | +12.5% |
| 30D | +7.8% | -2.8% | +10.6% | +9.4% |
| 3M | -21.0% | +1.6% | -22.6% | -21.5% |
| 6M | +40.9% | -1.4% | +42.3% | +41.3% |
| YTD | +72.0% | -10.1% | +82.2% | +80.2% |
| 1Y | +140.9% | -8.8% | +149.7% | +149.6% |
| 3Y | +194.3% | +7.6% | +186.6% | +175.5% |
| All | +194.3% | +7.9% | +186.4% | +175.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling