+330.3%
WM vs INFY
+124.5%
+205.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +3.2% | -1.7% | +4.9% | +3.5% |
| 30D | +13.0% | +7.1% | +6.0% | +11.5% |
| 3M | +9.2% | -1.0% | +10.2% | +9.1% |
| 6M | +13.6% | +5.9% | +7.8% | +11.6% |
| YTD | +12.4% | -29.5% | +41.9% | +18.6% |
| 1Y | +21.2% | -26.0% | +47.2% | +26.3% |
| 3Y | +48.7% | -19.4% | +68.1% | +49.1% |
| 5Y | +61.9% | -40.9% | +102.8% | +72.7% |
| All | +330.3% | +124.5% | +205.8% | +218.0% |
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