+297.5%
WBD vs INFY
+260.3%
+37.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | -0.6% | -9.8% | +9.2% | +3.4% |
| 30D | +4.2% | -13.4% | +17.6% | +10.0% |
| 3M | +7.5% | -7.2% | +14.7% | +9.4% |
| 6M | +1.6% | -20.6% | +22.2% | +9.1% |
| YTD | -2.2% | -37.5% | +35.3% | +14.4% |
| 1Y | +124.9% | -33.4% | +158.3% | +153.7% |
| 3Y | +149.1% | -32.4% | +181.5% | +179.5% |
| 5Y | +7.8% | -45.5% | +53.3% | +30.4% |
| 10Y | +14.9% | +79.7% | -64.8% | -18.4% |
| All | +297.5% | +260.3% | +37.2% | +65.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling