+258.5%
INFY vs WPM
+6,037.2%
-5,778.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -2.0% |
| 7D | -8.7% | +3.9% | -12.6% | -9.2% |
| 30D | -13.0% | +17.7% | -30.7% | -15.3% |
| 3M | -8.8% | +39.4% | -48.2% | -13.8% |
| 6M | -22.6% | +6.4% | -29.0% | -24.1% |
| YTD | -37.3% | +34.0% | -71.3% | -41.2% |
| 1Y | -33.4% | +50.5% | -83.9% | -38.9% |
| 3Y | -32.3% | +280.3% | -312.6% | -47.5% |
| 5Y | -45.2% | +266.3% | -311.6% | -58.0% |
| 10Y | +80.0% | +550.8% | -470.8% | +19.7% |
| All | +258.5% | +6,037.2% | -5,778.7% | +35.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling