+4.5%
CI vs INFY
-32.8%
+37.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | -1.3% | -9.8% | +8.4% | -0.6% |
| 30D | +3.1% | -13.4% | +16.6% | +4.1% |
| 3M | -4.5% | -7.2% | +2.7% | -4.2% |
| 6M | +8.3% | -20.6% | +28.9% | +9.3% |
| YTD | +3.8% | -37.5% | +41.2% | +5.6% |
| 1Y | -5.0% | -33.4% | +28.4% | -3.8% |
| All | +4.5% | -32.8% | +37.3% | +5.9% |
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