-19.4%
INFY vs IWD
+85.1%
-104.6%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | -1.7% | +2.3% | -4.0% | -3.4% |
| 30D | +7.1% | +3.6% | +3.5% | +3.9% |
| 3M | -1.0% | +2.2% | -3.1% | -2.7% |
| 6M | +5.9% | +13.0% | -7.1% | -3.9% |
| YTD | -29.5% | +26.5% | -56.1% | -41.5% |
| 1Y | -26.0% | +30.1% | -56.1% | -39.9% |
| 3Y | -19.4% | +84.9% | -104.3% | -49.3% |
| All | -19.4% | +85.1% | -104.6% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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