-44.6%
INFY vs WPM
+263.6%
-308.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.1% | -0.6% | +1.3% |
| 7D | -5.4% | -0.6% | -4.8% | -5.4% |
| 30D | -9.9% | +14.4% | -24.3% | -10.8% |
| 3M | -4.6% | +37.0% | -41.6% | -7.0% |
| 6M | -18.5% | +4.1% | -22.6% | -18.9% |
| YTD | -36.5% | +31.7% | -68.3% | -38.5% |
| 1Y | -32.8% | +44.2% | -76.9% | -35.5% |
| 3Y | -32.2% | +265.5% | -297.7% | -43.3% |
| All | -44.6% | +263.6% | -308.2% | -56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling