+142.1%
WBD vs INFY
-31.8%
+173.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.0% | -1.0% |
| 7D | -0.7% | -5.4% | +4.6% | +1.0% |
| 30D | +1.4% | -9.9% | +11.3% | +4.7% |
| 3M | +4.4% | -4.6% | +9.0% | +4.9% |
| 6M | +0.8% | -18.5% | +19.3% | +7.1% |
| YTD | -2.7% | -36.5% | +33.8% | +14.5% |
| 1Y | +73.4% | -32.8% | +106.2% | +92.3% |
| 3Y | +142.1% | -32.2% | +174.3% | +144.3% |
| All | +142.1% | -31.8% | +173.9% | +144.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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