+78.9%
INFY vs WEC
+146.6%
-67.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -5.4% | -0.6% | -4.8% | -5.3% |
| 30D | -9.9% | -2.6% | -7.2% | -9.4% |
| 3M | -4.6% | -6.0% | +1.5% | -3.3% |
| 6M | -18.5% | -5.4% | -13.0% | -17.7% |
| YTD | -36.5% | +2.5% | -39.0% | -37.1% |
| 1Y | -32.8% | -0.7% | -32.0% | -33.0% |
| 3Y | -32.2% | +38.7% | -70.9% | -38.4% |
| 5Y | -44.7% | +31.7% | -76.3% | -49.6% |
| All | +78.9% | +146.6% | -67.7% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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