+788.7%
WM vs INFY
+3,357.3%
-2,568.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | +1.2% | -4.0% | +5.2% | +1.7% |
| 30D | +15.2% | +7.8% | +7.4% | +14.1% |
| 3M | +8.3% | +0.1% | +8.3% | +8.1% |
| 6M | +13.1% | +4.2% | +8.9% | +12.0% |
| YTD | +12.5% | -29.5% | +42.1% | +16.6% |
| 1Y | +21.8% | -26.5% | +48.3% | +25.4% |
| 3Y | +48.8% | -19.8% | +68.6% | +50.2% |
| 5Y | +62.1% | -40.9% | +103.0% | +68.8% |
| 10Y | +331.5% | +121.9% | +209.7% | +274.8% |
| All | +788.7% | +3,357.3% | -2,568.6% | +502.0% |
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