-45.5%
INFY vs IWD
+72.1%
-117.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | -9.8% | -2.3% | -7.4% | -7.9% |
| 30D | -13.4% | -1.8% | -11.6% | -12.0% |
| 3M | -7.2% | +8.0% | -15.3% | -12.8% |
| 6M | -20.6% | +17.0% | -37.6% | -30.3% |
| YTD | -37.5% | +21.3% | -58.7% | -46.6% |
| 1Y | -33.4% | +27.9% | -61.3% | -45.6% |
| 3Y | -32.4% | +70.1% | -102.5% | -56.8% |
| 5Y | -45.5% | +74.2% | -119.6% | -66.0% |
| All | -45.5% | +72.1% | -117.6% | -66.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling