+310.4%
WM vs INFY
+80.2%
+230.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.3% |
| 7D | -1.2% | -8.7% | +7.5% | +0.5% |
| 30D | -4.5% | -13.0% | +8.5% | -2.1% |
| 3M | -2.2% | -8.8% | +6.6% | -0.9% |
| 6M | -11.5% | -22.6% | +11.1% | -7.8% |
| YTD | -0.7% | -37.3% | +36.7% | +7.2% |
| 1Y | +0.3% | -33.4% | +33.7% | +6.5% |
| 3Y | +44.2% | -32.3% | +76.5% | +49.9% |
| 5Y | +51.6% | -45.2% | +96.8% | +63.3% |
| 10Y | +310.4% | +80.0% | +230.4% | +218.4% |
| All | +310.4% | +80.2% | +230.2% | +218.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling