+330.3%
WM vs INDA
+115.4%
+214.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | +3.2% | +1.1% | +2.1% | +2.8% |
| 30D | +13.0% | +9.4% | +3.6% | +9.6% |
| 3M | +9.2% | +2.9% | +6.3% | +8.1% |
| 6M | +13.6% | +7.2% | +6.4% | +10.7% |
| YTD | +12.4% | -4.8% | +17.2% | +13.8% |
| 1Y | +21.2% | -5.1% | +26.3% | +22.8% |
| 3Y | +48.7% | +16.7% | +32.0% | +37.6% |
| 5Y | +61.9% | +8.8% | +53.1% | +52.9% |
| All | +330.3% | +115.4% | +214.9% | +213.1% |
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 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