+6.0%
INDA vs WU
-51.4%
+57.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | -2.6% | -4.9% | +2.3% | -2.0% |
| 30D | -2.9% | -1.3% | -1.7% | -2.8% |
| 3M | +2.4% | -3.6% | +5.9% | +2.3% |
| 6M | -2.6% | -24.3% | +21.7% | +0.6% |
| YTD | -10.0% | -21.1% | +11.1% | -7.6% |
| 1Y | -7.7% | -10.3% | +2.6% | -7.4% |
| 3Y | +8.9% | -28.4% | +37.3% | +12.0% |
| 5Y | +6.0% | -51.2% | +57.2% | +16.7% |
| All | +6.0% | -51.4% | +57.4% | +16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling