-16.3%
NOW vs INDA
+15.9%
-32.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -1.3% |
| 7D | -3.0% | +6.6% | -9.6% | -6.1% |
| 30D | -26.0% | +10.4% | -36.4% | -30.0% |
| 3M | -13.1% | +1.5% | -14.6% | -13.6% |
| 6M | +14.5% | +1.7% | +12.8% | +13.5% |
| YTD | -33.4% | -5.8% | -27.6% | -30.5% |
| 1Y | -40.6% | -5.1% | -35.5% | -38.4% |
| 3Y | -16.3% | +16.0% | -32.3% | -23.8% |
| All | -16.3% | +15.9% | -32.3% | -23.8% |
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