+258.0%
WPM vs INDA
+6.8%
+251.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.5% | -2.8% |
| 7D | -3.6% | -3.6% | 0.0% | -0.9% |
| 30D | +12.5% | -4.0% | +16.4% | +16.0% |
| 3M | +40.6% | +1.7% | +38.9% | +39.4% |
| 6M | +0.5% | -3.6% | +4.2% | +3.4% |
| YTD | +29.0% | -11.0% | +40.0% | +38.3% |
| 1Y | +43.8% | -9.5% | +53.3% | +52.8% |
| All | +258.0% | +6.8% | +251.2% | +225.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling