+45.1%
WM vs INFY
-30.6%
+75.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.3% | -0.2% |
| 7D | -0.9% | -7.2% | +6.3% | -0.4% |
| 30D | -4.3% | -11.2% | +6.8% | -3.5% |
| 3M | +0.8% | -7.4% | +8.2% | +1.0% |
| 6M | -10.8% | -21.3% | +10.5% | -9.9% |
| YTD | -0.1% | -36.2% | +36.1% | +1.8% |
| 1Y | +1.0% | -31.3% | +32.3% | +2.1% |
| 3Y | +45.1% | -31.1% | +76.2% | +46.9% |
| All | +45.1% | -30.6% | +75.6% | +46.9% |
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 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