+145.0%
WFC vs INFY
+80.1%
+64.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.5% | +0.4% |
| 7D | +0.4% | -5.4% | +5.7% | +2.5% |
| 30D | +1.5% | -9.9% | +11.4% | +5.4% |
| 3M | +10.2% | -4.6% | +14.8% | +10.9% |
| 6M | +18.8% | -18.5% | +37.3% | +26.3% |
| YTD | -1.5% | -36.5% | +35.0% | +14.9% |
| 1Y | +13.5% | -32.8% | +46.3% | +28.0% |
| 3Y | +135.0% | -32.2% | +167.2% | +157.9% |
| 5Y | +130.1% | -44.7% | +174.7% | +172.4% |
| All | +145.0% | +80.1% | +64.9% | +63.8% |
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