+142.1%
WEC vs INDA
+83.0%
+59.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.5% |
| 7D | -1.3% | -3.6% | +2.4% | -0.4% |
| 30D | -0.4% | -4.0% | +3.6% | +0.6% |
| 3M | -6.8% | +1.7% | -8.5% | -7.3% |
| 6M | -6.4% | -3.6% | -2.7% | -5.8% |
| YTD | +2.5% | -11.0% | +13.5% | +5.2% |
| 1Y | -0.4% | -9.5% | +9.1% | +1.8% |
| 3Y | +38.5% | +7.6% | +30.9% | +34.1% |
| 5Y | +31.7% | +4.8% | +26.9% | +27.7% |
| All | +142.1% | +83.0% | +59.1% | +85.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling