+48.5%
AMZN vs INFY
-44.9%
+93.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.5% | +1.4% |
| 7D | -0.7% | -5.4% | +4.7% | +1.4% |
| 30D | -3.9% | -9.9% | +5.9% | -0.1% |
| 3M | +6.3% | -4.6% | +10.9% | +6.8% |
| 6M | +20.8% | -18.5% | +39.2% | +28.9% |
| YTD | +11.2% | -36.5% | +47.8% | +32.0% |
| 1Y | +11.7% | -32.8% | +44.4% | +27.1% |
| 3Y | +79.4% | -32.2% | +111.6% | +97.7% |
| All | +48.5% | -44.9% | +93.4% | +79.2% |
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 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