+127.8%
AAPL vs INFY
-44.9%
+172.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.3% | +1.3% |
| 7D | +3.8% | -5.4% | +9.2% | +5.7% |
| 30D | +9.9% | -9.9% | +19.8% | +13.6% |
| 3M | +12.5% | -4.6% | +17.1% | +13.3% |
| 6M | +27.6% | -18.5% | +46.1% | +34.9% |
| YTD | +22.6% | -36.5% | +59.1% | +41.1% |
| 1Y | +45.0% | -32.8% | +77.7% | +61.6% |
| 3Y | +87.8% | -32.2% | +120.0% | +103.3% |
| All | +127.8% | -44.9% | +172.7% | +165.6% |
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