+345.3%
INFY vs IWD
+726.5%
-381.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.6% | -2.5% |
| 7D | -2.9% | -0.3% | -2.6% | -2.6% |
| 30D | -6.2% | +0.6% | -6.8% | -6.8% |
| 3M | -4.9% | +7.2% | -12.1% | -11.4% |
| 6M | -16.6% | +16.2% | -32.8% | -28.6% |
| YTD | -32.9% | +23.3% | -56.3% | -45.9% |
| 1Y | -26.9% | +29.6% | -56.4% | -43.9% |
| 3Y | -26.6% | +70.5% | -97.0% | -57.8% |
| 5Y | -44.1% | +73.5% | -117.5% | -68.7% |
| 10Y | +90.0% | +198.3% | -108.3% | -43.1% |
| All | +345.3% | +726.5% | -381.2% | -53.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling