+261.5%
WAB vs INDA
+115.4%
+146.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.7% | -0.7% |
| 7D | +5.1% | +1.1% | +4.0% | +4.4% |
| 30D | +4.0% | +9.4% | -5.4% | -1.4% |
| 3M | +0.1% | +2.9% | -2.8% | -1.7% |
| 6M | +12.8% | +7.2% | +5.6% | +8.0% |
| YTD | +40.1% | -4.8% | +44.9% | +43.7% |
| 1Y | +46.4% | -5.1% | +51.4% | +50.3% |
| 3Y | +167.4% | +16.7% | +150.7% | +140.8% |
| 5Y | +215.0% | +8.8% | +206.3% | +194.8% |
| All | +261.5% | +115.4% | +146.1% | +152.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling