+503.2%
CMI vs INFY
+80.1%
+423.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.2% | +0.8% |
| 7D | -0.7% | -5.4% | +4.7% | +0.7% |
| 30D | -12.4% | -9.9% | -2.5% | -10.2% |
| 3M | -14.8% | -4.6% | -10.2% | -14.9% |
| 6M | +0.8% | -18.5% | +19.3% | +4.8% |
| YTD | +10.2% | -36.5% | +46.7% | +23.1% |
| 1Y | +37.4% | -32.8% | +70.2% | +49.5% |
| 3Y | +153.3% | -32.2% | +185.5% | +170.9% |
| 5Y | +167.6% | -44.7% | +212.3% | +201.3% |
| All | +503.2% | +80.1% | +423.1% | +344.3% |
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