+420.7%
WPM vs INDA
+111.6%
+309.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.7% |
| 7D | +7.0% | -1.0% | +8.0% | +7.4% |
| 30D | +15.7% | -2.5% | +18.3% | +17.0% |
| 3M | +35.2% | +4.0% | +31.2% | +33.4% |
| 6M | +6.1% | -1.8% | +7.9% | +7.3% |
| YTD | +32.6% | -9.2% | +41.7% | +37.9% |
| 1Y | +46.9% | -7.2% | +54.1% | +51.6% |
| 3Y | +276.3% | +9.8% | +266.5% | +264.5% |
| 5Y | +260.0% | +7.5% | +252.5% | +250.0% |
| 10Y | +508.5% | +80.8% | +427.8% | +374.7% |
| All | +420.7% | +111.6% | +309.1% | +273.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling