+2,572.5%
INFY vs WCC
+1,734.6%
+837.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.5% |
| 7D | -8.7% | +6.8% | -15.5% | -10.2% |
| 30D | -13.0% | -3.0% | -10.0% | -12.6% |
| 3M | -8.8% | +0.2% | -9.0% | -10.1% |
| 6M | -22.6% | +33.2% | -55.7% | -29.5% |
| YTD | -37.3% | +45.8% | -83.2% | -44.4% |
| 1Y | -33.4% | +68.4% | -101.7% | -43.3% |
| 3Y | -32.3% | +131.1% | -163.4% | -49.4% |
| 5Y | -45.2% | +225.6% | -270.8% | -64.0% |
| 10Y | +80.0% | +534.2% | -454.1% | -10.6% |
| All | +2,572.5% | +1,734.6% | +837.8% | +801.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling