+270.9%
WMB vs INFY
-45.7%
+316.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.1% |
| 7D | -1.7% | -9.8% | +8.1% | -1.0% |
| 30D | +0.7% | -13.4% | +14.1% | +1.7% |
| 3M | +1.5% | -7.2% | +8.7% | +1.8% |
| 6M | +0.1% | -20.6% | +20.7% | +1.9% |
| YTD | +22.9% | -37.5% | +60.4% | +28.5% |
| 1Y | +27.9% | -33.4% | +61.2% | +31.9% |
| 3Y | +139.1% | -32.4% | +171.6% | +142.5% |
| 5Y | +270.9% | -45.5% | +316.4% | +279.0% |
| All | +270.9% | -45.7% | +316.6% | +279.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling