+2,347.1%
INFY vs GWW
+4,236.7%
-1,889.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | -9.8% | -3.1% | -6.6% | -8.5% |
| 30D | -13.4% | -2.3% | -11.1% | -12.6% |
| 3M | -7.2% | -3.3% | -3.9% | -6.5% |
| 6M | -20.6% | +15.4% | -36.0% | -26.1% |
| YTD | -37.5% | +26.7% | -64.2% | -44.3% |
| 1Y | -33.4% | +29.0% | -62.3% | -41.2% |
| 3Y | -32.4% | +89.0% | -121.4% | -50.6% |
| 5Y | -45.5% | +221.8% | -267.2% | -69.4% |
| 10Y | +79.7% | +562.7% | -483.0% | -35.7% |
| All | +2,347.1% | +4,236.7% | -1,889.6% | +240.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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