+875.7%
NVDA vs INDA
+4.5%
+871.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -0.8% |
| 7D | -4.3% | -3.6% | -0.7% | +0.2% |
| 30D | +0.5% | -4.0% | +4.5% | +5.7% |
| 3M | +9.1% | +1.7% | +7.4% | +6.5% |
| 6M | +18.5% | -3.6% | +22.1% | +23.5% |
| YTD | +17.4% | -11.0% | +28.3% | +35.2% |
| 1Y | +23.4% | -9.5% | +32.9% | +38.6% |
| 3Y | +380.6% | +7.6% | +372.9% | +298.8% |
| 5Y | +875.7% | +4.8% | +870.9% | +754.8% |
| All | +875.7% | +4.5% | +871.2% | +754.8% |
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