+476.3%
ASX vs INFY
-32.6%
+508.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.8% | +5.3% | +3.7% |
| 7D | +11.1% | -8.7% | +19.8% | +12.0% |
| 30D | +9.6% | -13.0% | +22.6% | +11.0% |
| 3M | +18.6% | -8.8% | +27.4% | +19.2% |
| 6M | +92.1% | -22.6% | +114.7% | +102.1% |
| YTD | +158.5% | -37.3% | +195.8% | +191.4% |
| 1Y | +271.9% | -33.4% | +305.3% | +301.6% |
| All | +476.3% | -32.6% | +508.9% | +526.6% |
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