-32.2%
INFY vs WU
-28.7%
-3.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.3% |
| 7D | -5.4% | -3.5% | -1.9% | -4.6% |
| 30D | -9.9% | -2.9% | -6.9% | -9.2% |
| 3M | -4.6% | -2.3% | -2.3% | -4.7% |
| 6M | -18.5% | -25.4% | +6.9% | -13.7% |
| YTD | -36.5% | -21.2% | -15.3% | -33.6% |
| 1Y | -32.8% | -8.9% | -23.9% | -31.9% |
| 3Y | -32.2% | -29.0% | -3.2% | -28.5% |
| All | -32.2% | -28.7% | -3.5% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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