+2,351.6%
INFY vs WAT
+1,449.5%
+902.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.9% |
| 7D | -8.7% | -1.8% | -6.9% | -8.2% |
| 30D | -13.0% | -1.7% | -11.3% | -12.5% |
| 3M | -8.8% | +9.1% | -17.8% | -11.4% |
| 6M | -22.6% | +32.4% | -55.0% | -29.5% |
| YTD | -37.3% | +6.6% | -43.9% | -39.3% |
| 1Y | -33.4% | +34.7% | -68.1% | -40.1% |
| 3Y | -32.3% | +53.6% | -85.9% | -43.7% |
| 5Y | -45.2% | -4.1% | -41.2% | -48.2% |
| 10Y | +80.0% | +167.9% | -87.8% | +19.7% |
| All | +2,351.6% | +1,449.5% | +902.0% | +813.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling