+40.0%
WPM vs INDA
-7.3%
+47.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.7% | +9.3% | +8.6% |
| 7D | +3.9% | +6.9% | -3.0% | -3.9% |
| 30D | -3.5% | +7.4% | -10.9% | -11.3% |
| 3M | +14.1% | -1.0% | +15.1% | +15.9% |
| 6M | +6.2% | +2.9% | +3.3% | +3.2% |
| YTD | +12.4% | -7.4% | +19.8% | +19.2% |
| 1Y | +40.0% | -7.4% | +47.3% | +48.4% |
| All | +40.0% | -7.3% | +47.3% | +48.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling