+567.0%
WDC vs INDA
+8.7%
+558.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.2% | -4.8% | -4.8% |
| 7D | +12.1% | +1.1% | +11.0% | +10.8% |
| 30D | -18.8% | +9.4% | -28.2% | -26.8% |
| 3M | -39.3% | +2.9% | -42.2% | -41.5% |
| 6M | -40.1% | +7.2% | -47.4% | -44.8% |
| YTD | +71.8% | -4.8% | +76.6% | +80.9% |
| 1Y | +88.5% | -5.1% | +93.5% | +99.3% |
| 3Y | +770.0% | +16.7% | +753.3% | +610.1% |
| All | +567.0% | +8.7% | +558.3% | +478.7% |
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