+37.5%
NVTS vs INDA
+6.8%
+30.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.7% | -2.3% |
| 7D | +0.5% | -3.6% | +4.1% | +5.7% |
| 30D | -18.0% | -4.0% | -14.1% | -13.3% |
| 3M | -45.6% | +1.7% | -47.3% | -46.5% |
| 6M | +28.5% | -3.6% | +32.1% | +34.7% |
| YTD | +56.2% | -11.0% | +67.2% | +81.9% |
| 1Y | +97.7% | -9.5% | +107.2% | +126.7% |
| All | +37.5% | +6.8% | +30.7% | +3.4% |
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