+217.8%
NOK vs INDA
+109.8%
+108.0%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.5% |
| 7D | +9.3% | -2.6% | +12.0% | +10.9% |
| 30D | +17.9% | -2.9% | +20.8% | +19.8% |
| 3M | -22.3% | +2.4% | -24.7% | -23.2% |
| 6M | +36.4% | -2.6% | +39.0% | +38.3% |
| YTD | +66.3% | -10.0% | +76.3% | +76.1% |
| 1Y | +134.4% | -7.7% | +142.1% | +144.2% |
| 3Y | +186.6% | +8.9% | +177.7% | +170.2% |
| 5Y | +102.7% | +6.0% | +96.7% | +94.9% |
| 10Y | +129.8% | +84.4% | +45.4% | +59.0% |
| All | +217.8% | +109.8% | +108.0% | +107.2% |
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