+23.7%
WMB vs INFY
-23.6%
+47.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.6% | -9.0% | -6.0% |
| 7D | -8.6% | +1.2% | -9.9% | -8.4% |
| 30D | -4.2% | +13.8% | -17.9% | -2.7% |
| 3M | -4.4% | -2.9% | -1.6% | -4.4% |
| 6M | -8.7% | +2.2% | -10.9% | -8.0% |
| YTD | +15.4% | -29.8% | +45.2% | +13.9% |
| 1Y | +23.7% | -23.3% | +47.0% | +17.4% |
| All | +23.7% | -23.6% | +47.3% | +17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling