+513.6%
EWT vs INFY
+80.1%
+433.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.4% | +1.4% |
| 7D | -1.1% | -5.4% | +4.3% | +0.3% |
| 30D | +4.5% | -9.9% | +14.3% | +7.1% |
| 3M | +8.3% | -4.6% | +12.8% | +8.1% |
| 6M | +54.2% | -18.5% | +72.7% | +60.6% |
| YTD | +74.6% | -36.5% | +111.1% | +95.0% |
| 1Y | +84.9% | -32.8% | +117.6% | +101.5% |
| 3Y | +197.5% | -32.2% | +229.7% | +219.0% |
| 5Y | +150.6% | -44.7% | +195.3% | +182.2% |
| All | +513.6% | +80.1% | +433.5% | +368.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 10y: compounded portfolio wealth divided by compounded INFY 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…
10y analysis · Full analysis span regression · 6 months rolling