+104.8%
INDA vs WING
+637.7%
-532.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | +0.4% |
| 7D | +3.1% | -3.9% | +7.0% | +3.5% |
| 30D | +9.1% | +26.6% | -17.5% | +5.9% |
| 3M | +3.2% | +42.5% | -39.3% | -1.6% |
| 6M | +8.5% | +29.4% | -20.9% | +4.1% |
| YTD | -4.6% | -32.8% | +28.1% | -2.0% |
| 1Y | -5.5% | -33.5% | +27.9% | -2.9% |
| 3Y | +16.7% | -23.4% | +40.1% | +13.2% |
| 5Y | +9.0% | -0.4% | +9.4% | -1.8% |
| 10Y | +116.6% | +647.8% | -531.2% | +40.7% |
| All | +104.8% | +637.7% | -532.9% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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