+306.4%
WM vs INDA
+82.6%
+223.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.3% | +0.7% | -1.0% | -0.5% |
| 30D | -2.4% | -0.8% | -1.6% | -2.1% |
| 3M | +0.4% | +3.9% | -3.5% | -1.0% |
| 6M | -9.5% | -0.7% | -8.8% | -9.6% |
| YTD | +0.5% | -7.7% | +8.2% | +2.8% |
| 1Y | -1.1% | -5.1% | +4.0% | +0.1% |
| 3Y | +46.0% | +13.6% | +32.4% | +36.4% |
| 5Y | +51.8% | +7.8% | +44.0% | +43.7% |
| All | +306.4% | +82.6% | +223.8% | +204.8% |
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