-44.6%
INFY vs WEC
+30.6%
-75.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -9.7% |
| 3M | -4.6% | -6.0% | +1.5% | -4.1% |
| 6M | -18.5% | -5.4% | -13.0% | -18.1% |
| YTD | -36.5% | +2.5% | -39.0% | -36.8% |
| 1Y | -32.8% | -0.7% | -32.0% | -32.8% |
| 3Y | -32.2% | +38.7% | -70.9% | -35.7% |
| All | -44.6% | +30.6% | -75.2% | -46.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling