-5.5%
INDA vs WST
+49.0%
-54.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +3.1% | +4.9% | -1.8% | +2.6% |
| 30D | +9.1% | +10.7% | -1.6% | +8.2% |
| 3M | +3.2% | +16.8% | -13.6% | +1.9% |
| 6M | +8.5% | +32.0% | -23.5% | +5.7% |
| YTD | -4.6% | +49.9% | -54.6% | -9.0% |
| 1Y | -5.5% | +50.6% | -56.2% | -9.9% |
| All | -5.5% | +49.0% | -54.5% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling