+696.9%
AVGO vs INFY
-44.9%
+741.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.1% | -0.1% |
| 7D | +1.1% | -5.4% | +6.5% | +2.7% |
| 30D | -13.0% | -9.9% | -3.1% | -10.4% |
| 3M | -6.0% | -4.6% | -1.4% | -6.2% |
| 6M | +6.4% | -18.5% | +24.8% | +12.2% |
| YTD | +5.0% | -36.5% | +41.5% | +21.7% |
| 1Y | +1.4% | -32.8% | +34.1% | +13.0% |
| 3Y | +336.8% | -32.2% | +369.0% | +380.8% |
| All | +696.9% | -44.9% | +741.8% | +865.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling