+649.9%
NVDL vs INDA
+7.9%
+642.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.1% | -1.8% |
| 7D | -10.3% | -2.7% | -7.6% | -6.0% |
| 30D | -7.1% | -2.8% | -4.4% | -2.4% |
| 3M | +6.6% | +1.6% | +4.9% | +3.7% |
| 6M | +21.1% | -1.4% | +22.5% | +24.5% |
| YTD | +15.2% | -10.1% | +25.4% | +38.9% |
| 1Y | +18.8% | -8.8% | +27.6% | +38.9% |
| 3Y | +649.9% | +7.6% | +642.3% | +543.4% |
| All | +649.9% | +7.9% | +642.0% | +543.4% |
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