+2.5%
WFC vs INFY
-23.6%
+26.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | +2.0% |
| 7D | +4.5% | +1.2% | +3.3% | +4.4% |
| 30D | +7.4% | +13.8% | -6.4% | +6.1% |
| 3M | -0.5% | -2.9% | +2.3% | -0.2% |
| 6M | +11.7% | +2.2% | +9.5% | +10.9% |
| YTD | -4.6% | -29.8% | +25.2% | -3.6% |
| 1Y | +2.5% | -23.3% | +25.8% | +0.9% |
| All | +2.5% | -23.6% | +26.1% | +0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling