+4,939.2%
WELL vs INFY
+3,014.1%
+1,925.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.3% |
| 7D | -0.2% | -5.4% | +5.2% | +0.6% |
| 30D | +2.3% | -9.9% | +12.2% | +3.9% |
| 3M | +12.3% | -4.6% | +16.8% | +12.7% |
| 6M | +15.6% | -18.5% | +34.0% | +18.3% |
| YTD | +28.3% | -36.5% | +64.8% | +36.0% |
| 1Y | +41.9% | -32.8% | +74.7% | +48.6% |
| 3Y | +198.3% | -32.2% | +230.5% | +209.2% |
| 5Y | +206.4% | -44.7% | +251.1% | +225.3% |
| 10Y | +356.0% | +82.3% | +273.7% | +302.1% |
| All | +4,939.2% | +3,014.1% | +1,925.2% | +3,597.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling