+133.5%
C vs INFY
-44.9%
+178.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.2% | -0.2% |
| 7D | +0.8% | -5.4% | +6.2% | +2.4% |
| 30D | +0.9% | -9.9% | +10.8% | +4.0% |
| 3M | +1.1% | -4.6% | +5.6% | +1.4% |
| 6M | +28.4% | -18.5% | +46.8% | +35.4% |
| YTD | +20.8% | -36.5% | +57.3% | +38.0% |
| 1Y | +43.4% | -32.8% | +76.2% | +58.9% |
| 3Y | +274.9% | -32.2% | +307.1% | +306.3% |
| All | +133.5% | -44.9% | +178.4% | +167.0% |
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