+428.1%
WMT vs INFY
+80.1%
+348.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.1% | +1.1% |
| 7D | 0.0% | -5.4% | +5.4% | +0.8% |
| 30D | -7.4% | -9.9% | +2.4% | -6.1% |
| 3M | -10.9% | -4.6% | -6.3% | -10.5% |
| 6M | -12.7% | -18.5% | +5.8% | -10.7% |
| YTD | -3.2% | -36.5% | +33.3% | +2.3% |
| 1Y | +5.3% | -32.8% | +38.0% | +9.9% |
| 3Y | +101.9% | -32.2% | +134.1% | +108.7% |
| 5Y | +134.6% | -44.7% | +179.2% | +147.4% |
| All | +428.1% | +80.1% | +348.0% | +324.8% |
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