+123.1%
ASML vs INFY
-30.5%
+153.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.9% | +7.8% | +2.1% |
| 7D | +6.0% | -7.2% | +13.2% | +4.8% |
| 30D | +1.4% | -11.2% | +12.5% | -0.3% |
| 3M | +1.0% | -7.4% | +8.4% | +1.7% |
| 6M | +37.0% | -21.3% | +58.2% | +39.6% |
| YTD | +65.8% | -36.2% | +101.9% | +71.6% |
| 1Y | +123.1% | -31.3% | +154.4% | +130.4% |
| All | +123.1% | -30.5% | +153.6% | +130.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling