+156.4%
B vs INFY
-44.9%
+201.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | +0.4% |
| 7D | -2.4% | -5.4% | +3.0% | -1.9% |
| 30D | +6.3% | -9.9% | +16.2% | +7.4% |
| 3M | +12.1% | -4.6% | +16.7% | +12.3% |
| 6M | -3.1% | -18.5% | +15.4% | -1.3% |
| YTD | +2.0% | -36.5% | +38.5% | +6.8% |
| 1Y | +51.7% | -32.8% | +84.4% | +57.2% |
| 3Y | +190.5% | -32.2% | +222.7% | +199.0% |
| All | +156.4% | -44.9% | +201.3% | +156.6% |
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 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