+2,347.1%
INFY vs WCN
+4,387.4%
-2,040.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | -9.8% | -4.4% | -5.3% | -8.5% |
| 30D | -13.4% | -4.4% | -9.0% | -12.2% |
| 3M | -7.2% | +0.5% | -7.7% | -7.3% |
| 6M | -20.6% | -3.3% | -17.3% | -19.9% |
| YTD | -37.5% | -8.5% | -29.0% | -35.8% |
| 1Y | -33.4% | -8.9% | -24.4% | -31.6% |
| 3Y | -32.4% | +18.0% | -50.5% | -36.6% |
| 5Y | -45.5% | +25.0% | -70.5% | -50.1% |
| 10Y | +79.7% | +234.7% | -155.0% | +23.2% |
| All | +2,347.1% | +4,387.4% | -2,040.4% | +831.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling