+98.1%
NU vs INDA
+7.9%
+90.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.6% | -3.6% |
| 7D | -4.9% | -2.7% | -2.2% | -2.3% |
| 30D | +7.8% | -2.8% | +10.6% | +10.8% |
| 3M | +20.9% | +1.6% | +19.3% | +19.0% |
| 6M | +0.9% | -1.4% | +2.3% | +2.2% |
| YTD | -12.7% | -10.1% | -2.5% | -3.5% |
| 1Y | -6.4% | -8.8% | +2.4% | +1.7% |
| 3Y | +98.1% | +7.6% | +90.5% | +74.0% |
| All | +98.1% | +7.9% | +90.3% | +74.0% |
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