-32.2%
INFY vs WY
-24.8%
-7.4%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.1% | +1.4% |
| 7D | -5.4% | -4.2% | -1.2% | -4.4% |
| 30D | -9.9% | -10.1% | +0.2% | -7.6% |
| 3M | -4.6% | -8.5% | +3.9% | -2.6% |
| 6M | -18.5% | -3.3% | -15.1% | -18.0% |
| YTD | -36.5% | -4.4% | -32.1% | -36.1% |
| 1Y | -32.8% | -11.5% | -21.3% | -31.0% |
| 3Y | -32.2% | -24.3% | -7.9% | -27.4% |
| All | -32.2% | -24.8% | -7.4% | -27.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling