+128.9%
ASML vs INFY
-19.3%
+148.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.3% | +7.4% | +5.1% |
| 7D | -9.0% | -0.4% | -8.6% | -9.0% |
| 30D | -21.0% | +18.5% | -39.4% | -22.3% |
| 3M | -16.3% | +1.1% | -17.4% | -16.4% |
| 6M | -7.5% | +1.0% | -8.6% | -7.6% |
| YTD | +34.0% | -28.3% | +62.3% | +49.6% |
| 1Y | +39.3% | -21.1% | +60.4% | +47.1% |
| 3Y | +128.9% | -19.5% | +148.4% | +139.5% |
| All | +128.9% | -19.3% | +148.1% | +139.5% |
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