+268.9%
AMAT vs INFY
-45.2%
+314.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -4.9% | +8.8% | +5.6% |
| 7D | +7.0% | -7.2% | +14.3% | +9.5% |
| 30D | -12.2% | -11.2% | -1.0% | -9.0% |
| 3M | -3.8% | -7.4% | +3.6% | -3.9% |
| 6M | +45.9% | -21.3% | +67.2% | +56.7% |
| YTD | +84.6% | -36.2% | +120.8% | +120.3% |
| 1Y | +193.4% | -31.3% | +224.6% | +229.8% |
| 3Y | +228.1% | -31.1% | +259.1% | +251.7% |
| 5Y | +268.9% | -44.9% | +313.8% | +378.6% |
| All | +268.9% | -45.2% | +314.2% | +378.6% |
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