+80.6%
INDA vs WCN
+235.2%
-154.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | 0.0% | -0.7% |
| 7D | -3.6% | -4.4% | +0.8% | -1.9% |
| 30D | -4.0% | -4.4% | +0.5% | -2.2% |
| 3M | +1.7% | +0.5% | +1.2% | +1.1% |
| 6M | -3.6% | -3.3% | -0.4% | -3.1% |
| YTD | -11.0% | -8.5% | -2.5% | -8.7% |
| 1Y | -9.5% | -8.9% | -0.6% | -7.2% |
| 3Y | +7.6% | +18.0% | -10.4% | -5.0% |
| 5Y | +4.8% | +25.0% | -20.3% | -12.5% |
| All | +80.6% | +235.2% | -154.7% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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