+140.1%
WMB vs INFY
-32.8%
+172.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.1% |
| 7D | -1.7% | -9.8% | +8.1% | -1.6% |
| 30D | +0.7% | -13.4% | +14.1% | +0.8% |
| 3M | +1.5% | -7.2% | +8.7% | +1.5% |
| 6M | +0.1% | -20.6% | +20.7% | +0.8% |
| YTD | +22.9% | -37.5% | +60.4% | +25.7% |
| 1Y | +27.9% | -33.4% | +61.2% | +29.3% |
| All | +140.1% | -32.8% | +172.8% | +138.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling