+137.4%
INFY vs GWRE
+741.3%
-603.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.3% |
| 7D | -5.4% | -13.2% | +7.9% | -2.2% |
| 30D | -9.9% | -18.6% | +8.7% | -6.0% |
| 3M | -4.6% | +18.9% | -23.5% | -9.1% |
| 6M | -18.5% | -11.0% | -7.5% | -17.8% |
| YTD | -36.5% | -29.9% | -6.6% | -32.9% |
| 1Y | -32.8% | -44.3% | +11.6% | -25.3% |
| 3Y | -32.2% | +51.7% | -83.9% | -42.4% |
| 5Y | -44.7% | +15.4% | -60.1% | -51.1% |
| 10Y | +82.3% | +129.4% | -47.1% | +35.1% |
| All | +137.4% | +741.3% | -603.9% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 GWRE 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