+78.9%
INFY vs WCN
+235.9%
-157.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -5.4% | -3.1% | -2.3% | -4.0% |
| 30D | -9.9% | -3.4% | -6.5% | -8.4% |
| 3M | -4.6% | +3.0% | -7.5% | -5.7% |
| 6M | -18.5% | -3.8% | -14.7% | -17.2% |
| YTD | -36.5% | -8.3% | -28.2% | -34.1% |
| 1Y | -32.8% | -9.7% | -23.0% | -29.8% |
| 3Y | -32.2% | +17.2% | -49.4% | -39.1% |
| 5Y | -44.7% | +25.3% | -70.0% | -53.1% |
| All | +78.9% | +235.9% | -157.0% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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