+198.5%
WELL vs INFY
-32.8%
+231.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -2.2% | -9.8% | +7.5% | -1.9% |
| 30D | +4.7% | -13.4% | +18.1% | +5.2% |
| 3M | +11.9% | -7.2% | +19.2% | +12.0% |
| 6M | +14.3% | -20.6% | +34.9% | +15.0% |
| YTD | +28.4% | -37.5% | +65.8% | +30.8% |
| 1Y | +42.3% | -33.4% | +75.7% | +43.9% |
| All | +198.5% | -32.8% | +231.2% | +191.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling