+80.6%
INDA vs WCC
+518.6%
-438.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.1% | -0.6% |
| 7D | -3.6% | +1.7% | -5.3% | -4.0% |
| 30D | -4.0% | -6.1% | +2.1% | -3.0% |
| 3M | +1.7% | +3.1% | -1.4% | +0.6% |
| 6M | -3.6% | +28.2% | -31.9% | -9.0% |
| YTD | -11.0% | +41.1% | -52.1% | -17.7% |
| 1Y | -9.5% | +61.3% | -70.8% | -18.9% |
| 3Y | +7.6% | +123.6% | -116.0% | -13.7% |
| 5Y | +4.8% | +214.8% | -210.0% | -26.2% |
| All | +80.6% | +518.6% | -438.0% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling