+985.8%
ASX vs INFY
+124.5%
+861.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +12.4% | -1.7% | +14.1% | +12.9% |
| 30D | -19.8% | +7.1% | -26.9% | -23.0% |
| 3M | -10.3% | -1.0% | -9.4% | -12.1% |
| 6M | +1.2% | +5.9% | -4.6% | -6.6% |
| YTD | +123.0% | -29.5% | +152.6% | +145.8% |
| 1Y | +145.4% | -26.0% | +171.4% | +161.5% |
| 3Y | +368.6% | -19.4% | +388.0% | +368.8% |
| 5Y | +486.0% | -40.9% | +527.0% | +580.2% |
| All | +985.8% | +124.5% | +861.3% | +608.4% |
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 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