+106.2%
AMT vs INFY
+80.1%
+26.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.5% | +1.3% | +2.5% |
| 7D | +1.1% | -5.4% | +6.5% | +2.4% |
| 30D | +4.4% | -9.9% | +14.2% | +6.8% |
| 3M | -5.2% | -4.6% | -0.6% | -4.5% |
| 6M | -0.8% | -18.5% | +17.6% | +3.3% |
| YTD | +3.3% | -36.5% | +39.8% | +13.3% |
| 1Y | -6.0% | -32.8% | +26.7% | +0.9% |
| 3Y | +9.6% | -32.2% | +41.8% | +13.8% |
| 5Y | -29.2% | -44.7% | +15.4% | -22.9% |
| All | +106.2% | +80.1% | +26.1% | +44.2% |
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