+16.2%
NSC vs INDA
-4.2%
+20.4%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.6% |
| 7D | -3.4% | +6.2% | -9.6% | -4.3% |
| 30D | +3.6% | +12.4% | -8.7% | +1.9% |
| 3M | -1.4% | +3.2% | -4.5% | -2.0% |
| 6M | +6.0% | +3.8% | +2.2% | +5.5% |
| YTD | +15.5% | -4.3% | +19.8% | +15.2% |
| 1Y | +16.2% | -4.5% | +20.7% | +16.1% |
| All | +16.2% | -4.2% | +20.4% | +16.1% |
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 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