-18.2%
C vs INFY
+3,191.3%
-3,209.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | +0.7% |
| 7D | +3.6% | -2.9% | +6.5% | +4.5% |
| 30D | +0.1% | -6.2% | +6.3% | +1.9% |
| 3M | +2.4% | -4.9% | +7.3% | +3.0% |
| 6M | +24.9% | -16.6% | +41.5% | +30.1% |
| YTD | +19.8% | -32.9% | +52.7% | +32.5% |
| 1Y | +44.9% | -26.9% | +71.7% | +55.3% |
| 3Y | +263.0% | -26.6% | +289.6% | +284.9% |
| 5Y | +129.5% | -44.1% | +173.6% | +161.5% |
| 10Y | +291.6% | +90.0% | +201.6% | +205.1% |
| All | -18.2% | +3,191.3% | -3,209.5% | -56.7% |
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