+728.3%
WWD vs INDA
+111.6%
+616.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -0.9% |
| 7D | +0.8% | -1.0% | +1.8% | +1.5% |
| 30D | -6.4% | -2.5% | -3.9% | -4.9% |
| 3M | -5.6% | +4.0% | -9.6% | -8.0% |
| 6M | -9.1% | -1.8% | -7.3% | -7.9% |
| YTD | +12.5% | -9.2% | +21.7% | +19.7% |
| 1Y | +41.3% | -7.2% | +48.5% | +48.1% |
| 3Y | +170.2% | +9.8% | +160.4% | +152.0% |
| 5Y | +192.5% | +7.5% | +185.0% | +175.4% |
| 10Y | +476.9% | +80.8% | +396.1% | +280.8% |
| All | +728.3% | +111.6% | +616.7% | +379.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling