+170.4%
NXT vs INDA
+20.9%
+149.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -2.6% |
| 7D | -0.2% | -2.6% | +2.4% | +2.8% |
| 30D | -20.0% | -2.9% | -17.0% | -17.3% |
| 3M | -30.9% | +2.4% | -33.3% | -32.6% |
| 6M | -23.8% | -2.6% | -21.2% | -21.3% |
| YTD | -5.4% | -10.0% | +4.5% | +6.1% |
| 1Y | +28.0% | -7.7% | +35.7% | +40.2% |
| 3Y | +93.3% | +8.9% | +84.4% | +76.3% |
| All | +170.4% | +20.9% | +149.5% | +126.1% |
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