+324.8%
WM vs INFY
+126.4%
+198.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.3% | +3.5% | +1.7% |
| 7D | +0.8% | +0.5% | +0.3% | +0.6% |
| 30D | +13.8% | +13.6% | +0.2% | +11.0% |
| 3M | +6.4% | -2.4% | +8.8% | +6.6% |
| 6M | +13.2% | +2.2% | +11.1% | +11.9% |
| YTD | +10.8% | -29.5% | +40.2% | +16.9% |
| 1Y | +20.2% | -26.1% | +46.3% | +25.2% |
| 3Y | +46.5% | -19.7% | +66.2% | +47.0% |
| 5Y | +61.3% | -39.6% | +100.9% | +71.0% |
| 10Y | +324.8% | +122.0% | +202.7% | +215.9% |
| All | +324.8% | +126.4% | +198.4% | +215.9% |
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 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