+336.8%
AVGO vs INFY
-31.8%
+368.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.1% | +0.1% |
| 7D | +1.1% | -5.4% | +6.5% | +2.1% |
| 30D | -13.0% | -9.9% | -3.1% | -11.4% |
| 3M | -6.0% | -4.6% | -1.4% | -6.0% |
| 6M | +6.4% | -18.5% | +24.8% | +11.2% |
| YTD | +5.0% | -36.5% | +41.5% | +18.8% |
| 1Y | +1.4% | -32.8% | +34.1% | +10.4% |
| 3Y | +336.8% | -32.2% | +369.0% | +394.8% |
| All | +336.8% | -31.8% | +368.6% | +394.8% |
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