+36.6%
WAT vs INDA
-5.0%
+41.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -1.3% | +0.7% | -2.0% | -1.7% |
| 30D | +2.3% | -0.8% | +3.1% | +2.8% |
| 3M | +8.7% | +3.9% | +4.8% | +6.5% |
| 6M | +28.3% | -0.7% | +29.0% | +28.4% |
| YTD | +7.8% | -7.7% | +15.4% | +9.5% |
| 1Y | +36.6% | -5.1% | +41.7% | +35.8% |
| All | +36.6% | -5.0% | +41.6% | +35.8% |
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