+122.9%
WFC vs INFY
-44.9%
+167.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.5% | +0.5% |
| 7D | +0.4% | -5.4% | +5.7% | +2.0% |
| 30D | +1.5% | -9.9% | +11.4% | +4.6% |
| 3M | +10.2% | -4.6% | +14.8% | +10.8% |
| 6M | +18.8% | -18.5% | +37.3% | +25.0% |
| YTD | -1.5% | -36.5% | +35.0% | +12.1% |
| 1Y | +13.5% | -32.8% | +46.3% | +25.2% |
| 3Y | +135.0% | -32.2% | +167.2% | +152.2% |
| All | +122.9% | -44.9% | +167.7% | +159.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling