-33.2%
INFY vs WST
-11.8%
-21.4%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.3% |
| 7D | -9.8% | +0.4% | -10.2% | -9.8% |
| 30D | -13.4% | -2.0% | -11.4% | -13.3% |
| 3M | -7.2% | +4.1% | -11.3% | -7.5% |
| 6M | -20.6% | +47.4% | -68.0% | -22.4% |
| YTD | -37.5% | +25.4% | -62.9% | -38.4% |
| 1Y | -33.4% | +35.3% | -68.7% | -34.6% |
| All | -33.2% | -11.8% | -21.4% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 3y: compounded portfolio wealth divided by compounded WST 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…
3y analysis · Full analysis span regression · 6 months rolling