+148.5%
WWD vs INDA
+16.8%
+131.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | +4.0% | +1.1% | +2.9% | +3.2% |
| 30D | +0.4% | +9.4% | -9.0% | -5.2% |
| 3M | -7.9% | +2.9% | -10.9% | -9.7% |
| 6M | -10.6% | +7.2% | -17.9% | -14.6% |
| YTD | +9.4% | -4.8% | +14.2% | +11.2% |
| 1Y | +25.7% | -5.1% | +30.8% | +28.0% |
| 3Y | +148.5% | +16.7% | +131.9% | +129.3% |
| All | +148.5% | +16.8% | +131.7% | +129.3% |
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