-44.6%
INFY vs WAT
-3.5%
-41.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.0% |
| 7D | -5.4% | -0.3% | -5.1% | -5.3% |
| 30D | -9.9% | -1.9% | -8.0% | -9.4% |
| 3M | -4.6% | +13.5% | -18.1% | -7.7% |
| 6M | -18.5% | +37.2% | -55.7% | -25.3% |
| YTD | -36.5% | +7.5% | -44.0% | -38.3% |
| 1Y | -32.8% | +35.0% | -67.8% | -38.4% |
| 3Y | -32.2% | +55.1% | -87.3% | -42.6% |
| All | -44.6% | -3.5% | -41.1% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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