+96.2%
AGG vs INFY
+741.7%
-645.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.5% | -0.1% |
| 7D | -1.1% | -5.4% | +4.3% | -1.1% |
| 30D | -1.1% | -9.9% | +8.7% | -1.1% |
| 3M | -1.9% | -4.6% | +2.6% | -1.9% |
| 6M | -1.7% | -18.5% | +16.8% | -1.7% |
| YTD | -1.3% | -36.5% | +35.2% | -1.3% |
| 1Y | -0.7% | -32.8% | +32.0% | -0.8% |
| 3Y | +12.5% | -32.2% | +44.7% | +12.5% |
| 5Y | -2.5% | -44.7% | +42.2% | -2.5% |
| 10Y | +14.2% | +82.3% | -68.1% | +14.9% |
| All | +96.2% | +741.7% | -645.5% | +99.4% |
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