+142.1%
CI vs INFY
+80.1%
+62.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.5% | -0.4% |
| 7D | -0.1% | -5.4% | +5.3% | +1.3% |
| 30D | +1.8% | -9.9% | +11.6% | +4.4% |
| 3M | -4.2% | -4.6% | +0.3% | -3.6% |
| 6M | +8.8% | -18.5% | +27.3% | +13.5% |
| YTD | +3.7% | -36.5% | +40.3% | +14.9% |
| 1Y | -6.1% | -32.8% | +26.6% | +1.8% |
| 3Y | +4.5% | -32.2% | +36.7% | +9.9% |
| 5Y | +50.5% | -44.7% | +95.2% | +65.6% |
| All | +142.1% | +80.1% | +62.1% | +66.4% |
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