+52.1%
WM vs INFY
-45.2%
+97.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.3% | -0.1% |
| 7D | -0.9% | -7.2% | +6.3% | -0.2% |
| 30D | -4.3% | -11.2% | +6.8% | -3.2% |
| 3M | +0.8% | -7.4% | +8.2% | +1.3% |
| 6M | -10.8% | -21.3% | +10.5% | -9.1% |
| YTD | -0.1% | -36.2% | +36.1% | +3.7% |
| 1Y | +1.0% | -31.3% | +32.3% | +3.6% |
| 3Y | +45.1% | -31.1% | +76.2% | +47.1% |
| 5Y | +52.1% | -44.9% | +97.0% | +57.6% |
| All | +52.1% | -45.2% | +97.3% | +57.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling