-26.9%
INFY vs WY
-4.5%
-22.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.1% | -3.4% |
| 7D | -2.9% | -1.7% | -1.2% | -2.6% |
| 30D | -6.2% | -10.1% | +3.8% | -4.6% |
| 3M | -4.9% | -5.1% | +0.2% | -4.1% |
| 6M | -16.6% | -4.8% | -11.8% | -16.0% |
| YTD | -32.9% | -0.2% | -32.7% | -32.1% |
| 1Y | -26.9% | -6.6% | -20.2% | -25.4% |
| All | -26.9% | -4.5% | -22.3% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling