+657.1%
WMB vs INFY
+3,031.0%
-2,373.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.9% | +7.1% | +3.4% |
| 7D | +0.8% | -7.2% | +8.0% | +2.4% |
| 30D | +7.7% | -11.2% | +18.9% | +10.4% |
| 3M | +6.7% | -7.4% | +14.1% | +7.6% |
| 6M | +3.6% | -21.3% | +24.9% | +7.8% |
| YTD | +28.0% | -36.2% | +64.2% | +38.8% |
| 1Y | +37.6% | -31.3% | +68.9% | +46.1% |
| 3Y | +149.0% | -31.1% | +180.1% | +160.6% |
| 5Y | +285.3% | -44.9% | +330.2% | +318.0% |
| 10Y | +302.1% | +83.1% | +219.0% | +223.0% |
| All | +657.1% | +3,031.0% | -2,373.9% | +334.4% |
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 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