+3.6%
WBD vs INDA
+5.7%
-2.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -1.4% |
| 7D | -0.7% | -2.7% | +1.9% | +1.5% |
| 30D | +1.4% | -2.8% | +4.2% | +3.8% |
| 3M | +4.4% | +1.6% | +2.8% | +2.5% |
| 6M | +0.8% | -1.4% | +2.2% | +1.2% |
| YTD | -2.7% | -10.1% | +7.4% | +6.3% |
| 1Y | +73.4% | -8.8% | +82.2% | +85.7% |
| 3Y | +142.1% | +7.6% | +134.5% | +113.2% |
| All | +3.6% | +5.7% | -2.1% | -8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling