+78.9%
INFY vs WWD
+498.2%
-419.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.1% |
| 7D | -5.4% | -2.6% | -2.8% | -4.7% |
| 30D | -9.9% | -6.9% | -2.9% | -8.3% |
| 3M | -4.6% | -13.0% | +8.5% | -1.7% |
| 6M | -18.5% | -12.5% | -6.0% | -16.8% |
| YTD | -36.5% | +11.8% | -48.4% | -39.7% |
| 1Y | -32.8% | +41.1% | -73.8% | -40.4% |
| 3Y | -32.2% | +163.1% | -195.3% | -50.8% |
| 5Y | -44.7% | +187.6% | -232.3% | -61.8% |
| All | +78.9% | +498.2% | -419.4% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling