+291.5%
C vs INFY
+77.5%
+214.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +0.3% | -9.8% | +10.0% | +4.5% |
| 30D | +2.0% | -13.4% | +15.4% | +8.0% |
| 3M | +4.4% | -7.2% | +11.6% | +6.1% |
| 6M | +28.3% | -20.6% | +49.0% | +38.6% |
| YTD | +20.5% | -37.5% | +57.9% | +43.3% |
| 1Y | +45.5% | -33.4% | +78.9% | +66.4% |
| 3Y | +274.0% | -32.4% | +306.5% | +314.8% |
| 5Y | +136.1% | -45.5% | +181.6% | +184.4% |
| All | +291.5% | +77.5% | +214.0% | +151.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling