+6.8%
NOW vs INDA
+8.8%
-2.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -2.4% | +0.7% | -3.1% | -3.0% |
| 30D | +20.5% | -0.8% | +21.3% | +21.3% |
| 3M | +18.3% | +3.9% | +14.4% | +14.3% |
| 6M | +24.1% | -0.7% | +24.8% | +24.4% |
| YTD | -7.8% | -7.7% | -0.1% | -1.2% |
| 1Y | -21.4% | -5.1% | -16.3% | -18.3% |
| 3Y | +19.5% | +13.6% | +5.9% | -0.8% |
| All | +6.8% | +8.8% | -2.0% | -10.8% |
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 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