+58.0%
WM vs INFY
-39.0%
+97.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.2% |
| 7D | -0.5% | -1.1% | +0.7% | -0.4% |
| 30D | +13.3% | +15.5% | -2.2% | +11.6% |
| 3M | +4.4% | -1.1% | +5.5% | +4.4% |
| 6M | +10.8% | -1.3% | +12.2% | +10.4% |
| YTD | +9.1% | -29.0% | +38.0% | +11.7% |
| 1Y | +19.1% | -23.3% | +42.4% | +20.8% |
| 3Y | +45.7% | -17.8% | +63.5% | +44.5% |
| All | +58.0% | -39.0% | +97.0% | +61.4% |
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 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