+968.1%
WMT vs INFY
+3,014.1%
-2,045.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.1% | +1.2% |
| 7D | 0.0% | -5.4% | +5.4% | +0.5% |
| 30D | -7.4% | -9.9% | +2.4% | -6.5% |
| 3M | -10.9% | -4.6% | -6.3% | -10.6% |
| 6M | -12.7% | -18.5% | +5.8% | -11.2% |
| YTD | -3.2% | -36.5% | +33.3% | +0.5% |
| 1Y | +5.3% | -32.8% | +38.0% | +8.5% |
| 3Y | +101.9% | -32.2% | +134.1% | +107.1% |
| 5Y | +134.6% | -44.7% | +179.2% | +143.7% |
| 10Y | +440.4% | +82.3% | +358.1% | +393.5% |
| All | +968.1% | +3,014.1% | -2,045.9% | +675.5% |
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 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