+292.2%
WAB vs INDA
+84.7%
+207.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.5% |
| 7D | +0.1% | -2.7% | +2.8% | +1.7% |
| 30D | -4.1% | -2.8% | -1.3% | -2.5% |
| 3M | +8.2% | +1.6% | +6.5% | +6.9% |
| 6M | +15.4% | -1.4% | +16.8% | +16.1% |
| YTD | +33.1% | -10.1% | +43.3% | +41.3% |
| 1Y | +48.1% | -8.8% | +56.8% | +55.5% |
| 3Y | +167.7% | +7.6% | +160.1% | +153.4% |
| 5Y | +225.7% | +5.8% | +219.9% | +210.7% |
| All | +292.2% | +84.7% | +207.5% | +185.7% |
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