+113.6%
C vs INFY
-41.2%
+154.8%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +4.2% | -1.7% | +5.8% | +4.6% |
| 30D | +2.0% | +7.1% | -5.1% | -0.4% |
| 3M | -10.1% | -1.0% | -9.2% | -10.5% |
| 6M | +1.0% | +5.9% | -4.9% | -2.7% |
| YTD | +8.5% | -29.5% | +38.0% | +19.6% |
| 1Y | +25.7% | -26.0% | +51.7% | +35.2% |
| 3Y | +216.0% | -19.4% | +235.4% | +221.0% |
| All | +113.6% | -41.2% | +154.8% | +137.3% |
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 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