+257.6%
B vs INFY
+3,191.3%
-2,933.7%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.2% | +1.0% | -2.0% |
| 7D | -1.6% | -2.9% | +1.3% | -1.4% |
| 30D | +9.4% | -6.2% | +15.7% | +9.9% |
| 3M | +5.0% | -4.9% | +9.9% | +5.2% |
| 6M | -3.5% | -16.6% | +13.0% | -2.6% |
| YTD | +4.5% | -32.9% | +37.4% | +7.0% |
| 1Y | +67.8% | -26.9% | +94.6% | +70.6% |
| 3Y | +196.7% | -26.6% | +223.3% | +200.8% |
| 5Y | +151.9% | -44.1% | +196.0% | +159.0% |
| 10Y | +202.2% | +90.0% | +112.2% | +183.6% |
| All | +257.6% | +3,191.3% | -2,933.7% | +212.4% |
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