+963.7%
ASX vs INFY
+77.5%
+886.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.2% |
| 7D | +6.5% | -9.8% | +16.3% | +10.5% |
| 30D | +3.1% | -13.4% | +16.5% | +8.5% |
| 3M | +17.4% | -7.2% | +24.6% | +17.4% |
| 6M | +85.4% | -20.6% | +106.1% | +96.9% |
| YTD | +150.1% | -37.5% | +187.5% | +194.0% |
| 1Y | +256.3% | -33.4% | +289.7% | +300.6% |
| 3Y | +446.9% | -32.4% | +479.3% | +500.7% |
| 5Y | +447.1% | -45.5% | +492.6% | +564.8% |
| All | +963.7% | +77.5% | +886.2% | +657.9% |
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