+177.4%
NXT vs INDA
+24.0%
+153.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -1.1% | +0.7% | -1.8% | -1.9% |
| 30D | -15.3% | -0.8% | -14.5% | -14.6% |
| 3M | -43.8% | +3.9% | -47.7% | -45.9% |
| 6M | -18.7% | -0.7% | -17.9% | -17.8% |
| YTD | -3.0% | -7.7% | +4.7% | +5.8% |
| 1Y | +22.7% | -5.1% | +27.8% | +30.4% |
| 3Y | +95.9% | +13.6% | +82.3% | +71.3% |
| All | +177.4% | +24.0% | +153.4% | +125.5% |
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