+158.2%
AMAT vs INFY
-38.0%
+196.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.1% |
| 7D | -2.5% | +5.5% | -8.0% | -4.2% |
| 30D | -26.5% | +17.3% | -43.9% | -30.7% |
| 3M | -28.6% | +0.2% | -28.8% | -29.5% |
| 6M | -14.2% | +0.3% | -14.5% | -17.4% |
| YTD | +45.5% | -27.8% | +73.3% | +65.3% |
| 1Y | +59.3% | -23.3% | +82.6% | +72.3% |
| 3Y | +153.1% | -17.8% | +170.9% | +148.4% |
| 5Y | +158.2% | -37.5% | +195.7% | +225.6% |
| All | +158.2% | -38.0% | +196.2% | +225.6% |
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