+1,504.8%
ASML vs INFY
+117.5%
+1,387.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.1% | +6.6% |
| 7D | -0.8% | -1.1% | +0.3% | -0.9% |
| 30D | -14.9% | +15.5% | -30.4% | -20.8% |
| 3M | -13.0% | -1.1% | -11.8% | -14.3% |
| 6M | -4.7% | -1.3% | -3.4% | -8.7% |
| YTD | +42.3% | -29.0% | +71.3% | +58.6% |
| 1Y | +49.7% | -23.3% | +73.0% | +58.6% |
| 3Y | +144.3% | -17.8% | +162.1% | +143.2% |
| 5Y | +86.4% | -39.4% | +125.8% | +118.7% |
| 10Y | +1,504.8% | +123.2% | +1,381.6% | +934.3% |
| All | +1,504.8% | +117.5% | +1,387.3% | +934.3% |
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