+272.1%
C vs INFY
-32.6%
+304.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.2% |
| 7D | +2.6% | -8.7% | +11.3% | +4.7% |
| 30D | +1.9% | -13.0% | +14.9% | +5.1% |
| 3M | +2.8% | -8.8% | +11.6% | +4.4% |
| 6M | +30.6% | -22.6% | +53.1% | +38.5% |
| YTD | +19.9% | -37.3% | +57.2% | +34.2% |
| 1Y | +44.6% | -33.4% | +77.9% | +56.9% |
| All | +272.1% | -32.6% | +304.8% | +303.3% |
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