+3,552.3%
ASX vs INFY
+371.8%
+3,180.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +1.4% |
| 7D | -0.7% | -2.9% | +2.2% | +0.3% |
| 30D | +2.0% | -6.2% | +8.2% | +4.1% |
| 3M | -1.3% | -4.9% | +3.6% | -1.8% |
| 6M | +71.4% | -16.6% | +88.0% | +77.2% |
| YTD | +135.3% | -32.9% | +168.2% | +161.4% |
| 1Y | +267.5% | -26.9% | +294.3% | +292.2% |
| 3Y | +388.5% | -26.6% | +415.1% | +416.8% |
| 5Y | +417.1% | -44.1% | +461.2% | +504.5% |
| 10Y | +872.7% | +90.0% | +782.8% | +610.5% |
| All | +3,552.3% | +371.8% | +3,180.5% | +1,219.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling