+175.6%
ASML vs INFY
-26.7%
+202.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.2% | +7.4% | +4.6% |
| 7D | +1.1% | -2.9% | +4.0% | +1.5% |
| 30D | +2.2% | -6.2% | +8.4% | +3.0% |
| 3M | -2.3% | -4.9% | +2.6% | -1.5% |
| 6M | +23.0% | -16.6% | +39.6% | +28.6% |
| YTD | +61.1% | -32.9% | +94.0% | +80.7% |
| 1Y | +129.1% | -26.9% | +156.0% | +143.9% |
| All | +175.6% | -26.7% | +202.4% | +193.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling