+420.3%
NVT vs INDA
+5.7%
+414.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.7% | +3.8% |
| 7D | +4.1% | -2.7% | +6.8% | +6.5% |
| 30D | -5.1% | -2.8% | -2.4% | -2.9% |
| 3M | -1.2% | +1.6% | -2.8% | -2.6% |
| 6M | +46.6% | -1.4% | +48.0% | +48.1% |
| YTD | +60.0% | -10.1% | +70.1% | +75.1% |
| 1Y | +70.8% | -8.8% | +79.6% | +84.1% |
| 3Y | +187.5% | +7.6% | +179.9% | +166.4% |
| All | +420.3% | +5.7% | +414.6% | +370.0% |
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 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