+215.4%
ADSK vs INFY
+80.1%
+135.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | -0.4% |
| 7D | -2.5% | -5.4% | +2.9% | +0.2% |
| 30D | -14.9% | -9.9% | -5.0% | -10.3% |
| 3M | +3.3% | -4.6% | +7.9% | +5.4% |
| 6M | -15.7% | -18.5% | +2.8% | -7.1% |
| YTD | -28.2% | -36.5% | +8.3% | -11.5% |
| 1Y | -34.5% | -32.8% | -1.8% | -22.3% |
| 3Y | -2.9% | -32.2% | +29.3% | +11.9% |
| 5Y | -25.3% | -44.7% | +19.4% | -5.2% |
| All | +215.4% | +80.1% | +135.3% | +123.6% |
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 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