+4,013.6%
CMG vs INFY
+274.5%
+3,739.2%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.3% |
| 7D | -2.1% | -5.4% | +3.3% | -0.2% |
| 30D | +10.9% | -9.9% | +20.8% | +14.7% |
| 3M | +15.8% | -4.6% | +20.4% | +16.2% |
| 6M | +6.9% | -18.5% | +25.4% | +12.9% |
| YTD | -2.2% | -36.5% | +34.4% | +12.2% |
| 1Y | -7.1% | -32.8% | +25.7% | +4.0% |
| 3Y | -7.1% | -32.2% | +25.1% | +1.9% |
| 5Y | -4.8% | -44.7% | +39.9% | +11.0% |
| 10Y | +324.3% | +82.3% | +242.0% | +209.9% |
| All | +4,013.6% | +274.5% | +3,739.2% | +1,785.8% |
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