-26.9%
INFY vs WCC
+61.8%
-88.6%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.9% | -7.1% | -2.9% |
| 7D | -2.9% | +4.5% | -7.4% | -2.6% |
| 30D | -6.2% | -5.8% | -0.5% | -6.6% |
| 3M | -4.9% | -3.7% | -1.3% | -3.9% |
| 6M | -16.6% | +23.1% | -39.6% | -18.0% |
| YTD | -32.9% | +44.2% | -77.1% | -34.7% |
| 1Y | -26.9% | +62.1% | -89.0% | -30.7% |
| All | -26.9% | +61.8% | -88.6% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling