+2,347.1%
INFY vs WAB
+3,006.5%
-659.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -9.8% | -0.2% | -9.6% | -9.7% |
| 30D | -13.4% | -5.9% | -7.5% | -11.6% |
| 3M | -7.2% | +9.4% | -16.6% | -11.0% |
| 6M | -20.6% | +13.8% | -34.5% | -25.4% |
| YTD | -37.5% | +31.8% | -69.2% | -44.5% |
| 1Y | -33.4% | +48.5% | -81.9% | -43.6% |
| 3Y | -32.4% | +167.0% | -199.4% | -54.7% |
| 5Y | -45.5% | +222.3% | -267.8% | -66.3% |
| 10Y | +79.7% | +289.6% | -210.0% | -7.1% |
| All | +2,347.1% | +3,006.5% | -659.4% | +359.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling