-41.8%
NOW vs INDA
-5.4%
-36.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -2.0% | -2.0% |
| 7D | -1.7% | +3.1% | -4.7% | -2.1% |
| 30D | -27.4% | +9.1% | -36.5% | -28.4% |
| 3M | -19.4% | +3.2% | -22.6% | -19.0% |
| 6M | +13.1% | +8.5% | +4.6% | +12.0% |
| YTD | -34.3% | -4.6% | -29.7% | -33.5% |
| 1Y | -41.8% | -5.5% | -36.2% | -41.2% |
| All | -41.8% | -5.4% | -36.3% | -41.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling