+7.6%
INDA vs WTW
+61.9%
-54.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | -2.7% | -5.7% | +3.0% | -2.3% |
| 30D | -2.8% | -7.3% | +4.5% | -2.3% |
| 3M | +1.6% | +21.5% | -19.8% | +0.5% |
| 6M | -1.4% | +9.6% | -11.0% | -1.9% |
| YTD | -10.1% | -3.3% | -6.9% | -9.9% |
| 1Y | -8.8% | -6.1% | -2.6% | -8.3% |
| 3Y | +7.6% | +61.8% | -54.2% | +7.2% |
| All | +7.6% | +61.9% | -54.3% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 3y: compounded portfolio wealth divided by compounded WTW 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…
3y analysis · Full analysis span regression · 6 months rolling