+115.1%
NOK vs INDA
+5.7%
+109.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.0% | +3.8% | +4.1% |
| 7D | +11.0% | -2.7% | +13.7% | +13.2% |
| 30D | +7.8% | -2.8% | +10.6% | +10.1% |
| 3M | -21.0% | +1.6% | -22.6% | -21.8% |
| 6M | +40.9% | -1.4% | +42.3% | +42.0% |
| YTD | +72.0% | -10.1% | +82.2% | +86.2% |
| 1Y | +140.9% | -8.8% | +149.7% | +156.5% |
| 3Y | +194.3% | +7.6% | +186.6% | +161.4% |
| All | +115.1% | +5.7% | +109.4% | +90.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling