+1,394.6%
WDC vs INDA
+8.1%
+1,386.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +2.0% |
| 7D | +7.5% | -2.6% | +10.1% | +10.4% |
| 30D | +10.1% | -2.9% | +13.0% | +13.4% |
| 3M | -6.8% | +2.4% | -9.2% | -8.9% |
| 6M | +84.1% | -2.6% | +86.8% | +88.8% |
| YTD | +180.3% | -10.0% | +190.2% | +211.6% |
| 1Y | +411.1% | -7.7% | +418.7% | +453.7% |
| All | +1,394.6% | +8.1% | +1,386.5% | +1,147.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling