-24.1%
NU vs INDA
-7.3%
-16.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.7% | +0.5% | +0.8% |
| 7D | +0.2% | +6.9% | -6.8% | -5.7% |
| 30D | -21.0% | +7.4% | -28.4% | -26.2% |
| 3M | -16.3% | -1.0% | -15.3% | -15.2% |
| 6M | -15.3% | +2.9% | -18.2% | -17.3% |
| YTD | -28.4% | -7.4% | -20.9% | -26.2% |
| 1Y | -24.1% | -7.4% | -16.7% | -21.7% |
| All | -24.1% | -7.3% | -16.8% | -21.7% |
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 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