+20.4%
NXT vs INDA
-9.3%
+29.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | -0.1% | +0.3% |
| 7D | -2.6% | -3.6% | +1.1% | +2.3% |
| 30D | -22.4% | -4.0% | -18.5% | -18.2% |
| 3M | -27.3% | +1.7% | -29.0% | -28.8% |
| 6M | -28.5% | -3.6% | -24.8% | -25.3% |
| YTD | -6.6% | -11.0% | +4.4% | +9.0% |
| 1Y | +20.4% | -9.5% | +29.9% | +35.0% |
| All | +20.4% | -9.3% | +29.7% | +35.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling