-3.1%
CMG vs INFY
-44.9%
+41.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.3% |
| 7D | -2.1% | -5.4% | +3.3% | -0.4% |
| 30D | +10.9% | -9.9% | +20.8% | +14.4% |
| 3M | +15.8% | -4.6% | +20.4% | +15.9% |
| 6M | +6.9% | -18.5% | +25.4% | +12.9% |
| YTD | -2.2% | -36.5% | +34.4% | +12.5% |
| 1Y | -7.1% | -32.8% | +25.7% | +4.0% |
| 3Y | -7.1% | -32.2% | +25.1% | +0.8% |
| All | -3.1% | -44.9% | +41.8% | +12.9% |
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