+28.3%
IWD vs INDA
-8.3%
+36.6%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | -1.2% | -2.6% | +1.4% | -0.2% |
| 30D | -1.6% | -2.9% | +1.3% | -0.6% |
| 3M | +7.0% | +2.4% | +4.6% | +6.1% |
| 6M | +17.0% | -2.6% | +19.6% | +17.0% |
| YTD | +21.6% | -10.0% | +31.6% | +23.3% |
| All | +28.3% | -8.3% | +36.6% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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