+188.1%
INFY vs WU
-22.8%
+210.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.1% |
| 7D | -9.8% | -5.0% | -4.8% | -7.8% |
| 30D | -13.4% | -2.3% | -11.1% | -12.6% |
| 3M | -7.2% | -3.2% | -4.0% | -7.3% |
| 6M | -20.6% | -25.0% | +4.4% | -12.0% |
| YTD | -37.5% | -21.7% | -15.8% | -32.0% |
| 1Y | -33.4% | -9.0% | -24.4% | -32.7% |
| 3Y | -32.4% | -28.9% | -3.6% | -26.4% |
| 5Y | -45.5% | -51.0% | +5.6% | -32.2% |
| 10Y | +79.7% | -40.1% | +119.8% | +92.5% |
| All | +188.1% | -22.8% | +210.9% | +145.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling