+298.4%
WMB vs INFY
+80.1%
+218.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.4% |
| 7D | -1.0% | -5.4% | +4.3% | +0.1% |
| 30D | -0.4% | -9.9% | +9.4% | +1.7% |
| 3M | +3.2% | -4.6% | +7.8% | +3.3% |
| 6M | +0.1% | -18.5% | +18.5% | +3.6% |
| YTD | +23.9% | -36.5% | +60.4% | +35.9% |
| 1Y | +27.6% | -32.8% | +60.4% | +36.9% |
| 3Y | +141.9% | -32.2% | +174.1% | +152.9% |
| 5Y | +273.8% | -44.7% | +318.5% | +307.4% |
| All | +298.4% | +80.1% | +218.3% | +186.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling