+47.4%
CI vs INFY
-44.9%
+92.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.5% | -0.2% |
| 7D | -0.1% | -5.4% | +5.3% | +0.5% |
| 30D | +1.8% | -9.9% | +11.6% | +2.9% |
| 3M | -4.2% | -4.6% | +0.3% | -4.0% |
| 6M | +8.8% | -18.5% | +27.3% | +10.7% |
| YTD | +3.7% | -36.5% | +40.3% | +8.0% |
| 1Y | -6.1% | -32.8% | +26.6% | -3.1% |
| 3Y | +4.5% | -32.2% | +36.7% | +6.3% |
| All | +47.4% | -44.9% | +92.2% | +51.9% |
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 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