+2,351.6%
INFY vs WEC
+1,944.2%
+407.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -0.9% | -1.5% |
| 7D | -8.7% | +0.4% | -9.1% | -8.8% |
| 30D | -13.0% | +0.9% | -13.9% | -13.3% |
| 3M | -8.8% | -5.3% | -3.4% | -7.2% |
| 6M | -22.6% | -6.6% | -16.0% | -21.1% |
| YTD | -37.3% | +3.3% | -40.6% | -38.4% |
| 1Y | -33.4% | +2.1% | -35.4% | -34.4% |
| 3Y | -32.3% | +39.6% | -71.9% | -41.2% |
| 5Y | -45.2% | +31.2% | -76.4% | -52.2% |
| 10Y | +80.0% | +148.4% | -68.4% | +15.9% |
| All | +2,351.6% | +1,944.2% | +407.3% | +940.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling