-32.2%
INFY vs WCC
+130.1%
-162.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.7% | -2.3% | +1.2% |
| 7D | -5.4% | +1.5% | -6.9% | -5.5% |
| 30D | -9.9% | -2.1% | -7.7% | -9.8% |
| 3M | -4.6% | +3.8% | -8.4% | -5.2% |
| 6M | -18.5% | +35.0% | -53.4% | -22.5% |
| YTD | -36.5% | +46.4% | -82.9% | -40.5% |
| 1Y | -32.8% | +63.0% | -95.7% | -38.2% |
| 3Y | -32.2% | +133.9% | -166.1% | -43.5% |
| All | -32.2% | +130.1% | -162.3% | -43.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling