+78.9%
INFY vs WAB
+296.8%
-217.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.2% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -9.9% | -4.1% | -5.8% | -8.9% |
| 3M | -4.6% | +8.2% | -12.7% | -7.3% |
| 6M | -18.5% | +15.4% | -33.9% | -22.7% |
| YTD | -36.5% | +33.1% | -69.7% | -42.6% |
| 1Y | -32.8% | +48.1% | -80.8% | -41.2% |
| 3Y | -32.2% | +167.7% | -199.9% | -51.1% |
| 5Y | -44.7% | +225.7% | -270.4% | -62.7% |
| All | +78.9% | +296.8% | -217.9% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 10y: compounded portfolio wealth divided by compounded WAB 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…
10y analysis · Full analysis span regression · 6 months rolling