-32.2%
INFY vs WPM
+267.3%
-299.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.1% | -0.6% | +1.4% |
| 7D | -5.4% | -0.6% | -4.8% | -5.4% |
| 30D | -9.9% | +14.4% | -24.3% | -10.4% |
| 3M | -4.6% | +37.0% | -41.6% | -5.8% |
| 6M | -18.5% | +4.1% | -22.6% | -18.6% |
| YTD | -36.5% | +31.7% | -68.3% | -37.5% |
| 1Y | -32.8% | +44.2% | -76.9% | -34.2% |
| 3Y | -32.2% | +265.5% | -297.7% | -41.6% |
| All | -32.2% | +267.3% | -299.5% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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