+338.5%
COP vs INFY
+80.1%
+258.4%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.2% | -0.2% |
| 7D | +2.3% | -5.4% | +7.7% | +3.9% |
| 30D | +8.6% | -9.9% | +18.5% | +11.8% |
| 3M | +19.9% | -4.6% | +24.4% | +20.4% |
| 6M | +19.0% | -18.5% | +37.5% | +24.8% |
| YTD | +50.0% | -36.5% | +86.5% | +69.3% |
| 1Y | +50.5% | -32.8% | +83.3% | +65.3% |
| 3Y | +25.2% | -32.2% | +57.4% | +33.8% |
| 5Y | +194.3% | -44.7% | +239.0% | +229.8% |
| All | +338.5% | +80.1% | +258.4% | +200.5% |
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