+1,988.6%
NOW vs INDA
+162.4%
+1,826.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.2% |
| 7D | -3.1% | +6.1% | -9.2% | -6.5% |
| 30D | -27.0% | +11.7% | -38.7% | -32.0% |
| 3M | -17.7% | +2.1% | -19.8% | -19.1% |
| 6M | +12.7% | +3.2% | +9.6% | +10.1% |
| YTD | -32.9% | -4.9% | -28.0% | -31.4% |
| 1Y | -40.4% | -4.4% | -36.0% | -39.3% |
| 3Y | -17.1% | +17.6% | -34.7% | -25.9% |
| 5Y | -25.7% | +9.9% | -35.5% | -30.2% |
| 10Y | +504.6% | +102.7% | +401.9% | +293.1% |
| All | +1,988.6% | +162.4% | +1,826.2% | +1,161.7% |
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