+790.0%
NOW vs INDA
+80.4%
+709.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.6% | -3.3% | -3.9% |
| 7D | -6.1% | -1.0% | -5.1% | -5.5% |
| 30D | +7.5% | -2.5% | +10.0% | +9.3% |
| 3M | +17.5% | +4.0% | +13.5% | +14.5% |
| 6M | +7.9% | -1.8% | +9.7% | +8.9% |
| YTD | -12.4% | -9.2% | -3.2% | -7.0% |
| 1Y | -28.6% | -7.2% | -21.4% | -25.4% |
| 3Y | +11.8% | +9.8% | +2.0% | +3.9% |
| 5Y | +2.6% | +7.5% | -4.9% | -2.7% |
| 10Y | +790.0% | +80.8% | +709.2% | +508.1% |
| All | +790.0% | +80.4% | +709.6% | +508.1% |
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