+115.6%
ASML vs INFY
-45.2%
+160.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.9% | +7.8% | +4.7% |
| 7D | +6.0% | -7.2% | +13.2% | +8.8% |
| 30D | +1.4% | -11.2% | +12.5% | +5.6% |
| 3M | +1.0% | -7.4% | +8.4% | +1.6% |
| 6M | +37.0% | -21.3% | +58.2% | +48.3% |
| YTD | +65.8% | -36.2% | +101.9% | +98.9% |
| 1Y | +123.1% | -31.3% | +154.4% | +151.1% |
| 3Y | +188.2% | -31.1% | +219.2% | +209.4% |
| 5Y | +115.6% | -44.9% | +160.5% | +170.2% |
| All | +115.6% | -45.2% | +160.8% | +170.2% |
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