+712.5%
NVT vs INDA
+52.8%
+659.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -1.0% | -1.2% |
| 7D | +2.0% | -3.6% | +5.7% | +4.9% |
| 30D | -7.2% | -4.0% | -3.2% | -4.4% |
| 3M | -0.9% | +1.7% | -2.6% | -2.2% |
| 6M | +42.6% | -3.6% | +46.2% | +46.6% |
| YTD | +52.9% | -11.0% | +63.9% | +66.9% |
| 1Y | +64.5% | -9.5% | +74.0% | +77.1% |
| 3Y | +178.0% | +7.6% | +170.3% | +162.4% |
| 5Y | +402.8% | +4.8% | +398.0% | +382.9% |
| All | +712.5% | +52.8% | +659.7% | +439.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling