+417.4%
WDC vs INDA
-5.0%
+422.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +1.7% | +0.7% | +1.0% | +0.9% |
| 30D | -10.0% | -0.8% | -9.2% | -9.1% |
| 3M | -18.8% | +3.9% | -22.7% | -22.0% |
| 6M | +79.0% | -0.7% | +79.7% | +79.9% |
| YTD | +171.6% | -7.7% | +179.2% | +195.7% |
| 1Y | +417.4% | -5.1% | +422.5% | +445.1% |
| All | +417.4% | -5.0% | +422.4% | +445.1% |
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