+98.3%
INDA vs WING
+405.9%
-307.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | +0.7% | -3.9% | +4.6% | +1.1% |
| 30D | -0.8% | -11.6% | +10.8% | +0.4% |
| 3M | +3.9% | -24.2% | +28.1% | +6.8% |
| 6M | -0.7% | -54.1% | +53.3% | +7.8% |
| YTD | -7.7% | -53.9% | +46.2% | -0.4% |
| 1Y | -5.1% | -64.4% | +59.3% | +5.2% |
| 3Y | +13.6% | -30.2% | +43.8% | +10.7% |
| 5Y | +7.8% | -34.1% | +41.9% | +2.2% |
| 10Y | +84.6% | +342.1% | -257.5% | +28.2% |
| All | +98.3% | +405.9% | -307.5% | +31.6% |
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