-6.7%
INDA vs WOLF
+51.6%
-58.2%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WOLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.5% | +4.7% | -0.7% |
| 7D | -2.6% | +2.4% | -5.0% | -2.7% |
| 30D | -2.9% | -6.9% | +4.0% | -2.8% |
| 3M | +2.4% | -44.1% | +46.5% | +3.5% |
| 6M | -2.6% | +53.6% | -56.2% | -5.2% |
| YTD | -10.0% | +56.7% | -66.6% | -12.4% |
| All | -6.7% | +51.6% | -58.2% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WOLF.
Daily Out/Under-Performance
Portfolio return minus WOLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WOLF 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 5y: compounded portfolio wealth divided by compounded WOLF 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…
5y analysis · Full analysis span regression · 6 months rolling