+68.5%
COST vs INFY
-31.8%
+100.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | +0.1% |
| 7D | -1.2% | -5.4% | +4.2% | -0.5% |
| 30D | -4.7% | -9.9% | +5.1% | -3.5% |
| 3M | -7.1% | -4.6% | -2.6% | -6.8% |
| 6M | -8.5% | -18.5% | +9.9% | -6.8% |
| YTD | +5.4% | -36.5% | +41.9% | +10.4% |
| 1Y | -5.6% | -32.8% | +27.1% | -2.5% |
| 3Y | +68.5% | -32.2% | +100.7% | +72.3% |
| All | +68.5% | -31.8% | +100.3% | +72.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling