+115.1%
INDA vs WCN
+744.1%
-629.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.1% | +0.4% |
| 7D | +0.7% | -0.6% | +1.3% | +0.9% |
| 30D | -0.8% | +0.4% | -1.2% | -1.0% |
| 3M | +3.9% | +7.3% | -3.4% | +0.8% |
| 6M | -0.7% | -2.5% | +1.8% | -0.5% |
| YTD | -7.7% | -5.4% | -2.3% | -6.6% |
| 1Y | -5.1% | -8.5% | +3.4% | -3.0% |
| 3Y | +13.6% | +20.8% | -7.2% | +1.3% |
| 5Y | +7.8% | +30.0% | -22.2% | -8.8% |
| 10Y | +84.6% | +238.4% | -153.8% | +6.0% |
| All | +115.1% | +744.1% | -629.0% | -4.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling