+1,188.5%
WDC vs INFY
+80.1%
+1,108.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.4% | -3.5% |
| 7D | -4.3% | -5.4% | +1.1% | -2.4% |
| 30D | -1.5% | -9.9% | +8.4% | +1.9% |
| 3M | -15.5% | -4.6% | -10.9% | -17.2% |
| 6M | +66.5% | -18.5% | +84.9% | +73.3% |
| YTD | +159.9% | -36.5% | +196.4% | +203.2% |
| 1Y | +366.0% | -32.8% | +398.7% | +421.6% |
| 3Y | +1,285.8% | -32.2% | +1,318.0% | +1,401.8% |
| 5Y | +925.6% | -44.7% | +970.2% | +1,127.1% |
| All | +1,188.5% | +80.1% | +1,108.5% | +682.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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