+368.6%
ASX vs INFY
-18.9%
+387.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +12.4% | -1.7% | +14.1% | +12.3% |
| 30D | -19.8% | +7.1% | -26.9% | -20.1% |
| 3M | -10.3% | -1.0% | -9.4% | -10.1% |
| 6M | +1.2% | +5.9% | -4.6% | -0.7% |
| YTD | +123.0% | -29.5% | +152.6% | +149.2% |
| 1Y | +145.4% | -26.0% | +171.4% | +165.1% |
| 3Y | +368.6% | -19.4% | +388.0% | +407.0% |
| All | +368.6% | -18.9% | +387.5% | +407.0% |
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