+693.7%
WM vs INFY
+3,191.3%
-2,497.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -0.8% |
| 7D | -0.3% | -2.9% | +2.6% | +0.1% |
| 30D | -2.4% | -6.2% | +3.9% | -1.6% |
| 3M | +0.4% | -4.9% | +5.3% | +0.8% |
| 6M | -9.5% | -16.6% | +7.1% | -7.8% |
| YTD | +0.5% | -32.9% | +33.4% | +5.0% |
| 1Y | -1.1% | -26.9% | +25.8% | +1.9% |
| 3Y | +46.0% | -26.6% | +72.6% | +49.2% |
| 5Y | +51.8% | -44.1% | +95.9% | +59.4% |
| 10Y | +307.5% | +90.0% | +217.5% | +260.8% |
| All | +693.7% | +3,191.3% | -2,497.6% | +441.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling