+80.6%
INDA vs WU
-39.5%
+120.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.4% | -1.0% |
| 7D | -3.6% | -5.0% | +1.3% | -2.4% |
| 30D | -4.0% | -2.3% | -1.7% | -3.5% |
| 3M | +1.7% | -3.2% | +4.9% | +1.4% |
| 6M | -3.6% | -25.0% | +21.4% | +2.4% |
| YTD | -11.0% | -21.7% | +10.7% | -6.7% |
| 1Y | -9.5% | -9.0% | -0.5% | -9.5% |
| 3Y | +7.6% | -28.9% | +36.5% | +12.9% |
| 5Y | +4.8% | -51.0% | +55.8% | +22.5% |
| All | +80.6% | -39.5% | +120.0% | +93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling