+132.8%
WFC vs INFY
-32.8%
+165.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | -0.1% | -0.2% |
| 7D | +0.3% | -9.8% | +10.1% | +2.4% |
| 30D | +2.3% | -13.4% | +15.7% | +5.3% |
| 3M | +9.8% | -7.2% | +17.0% | +10.9% |
| 6M | +15.6% | -20.6% | +36.2% | +20.8% |
| YTD | -2.4% | -37.5% | +35.0% | +7.6% |
| 1Y | +13.8% | -33.4% | +47.2% | +22.0% |
| All | +132.8% | -32.8% | +165.5% | +143.7% |
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