+2,906.1%
COST vs INFY
+3,014.1%
-108.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | 0.0% |
| 7D | -1.2% | -5.4% | +4.2% | -0.4% |
| 30D | -4.7% | -9.9% | +5.1% | -3.3% |
| 3M | -7.1% | -4.6% | -2.6% | -6.7% |
| 6M | -8.5% | -18.5% | +9.9% | -6.2% |
| YTD | +5.4% | -36.5% | +41.9% | +11.7% |
| 1Y | -5.6% | -32.8% | +27.1% | -1.1% |
| 3Y | +68.5% | -32.2% | +100.7% | +75.2% |
| 5Y | +105.2% | -44.7% | +149.9% | +118.4% |
| 10Y | +610.7% | +82.3% | +528.4% | +526.2% |
| All | +2,906.1% | +3,014.1% | -108.0% | +1,752.8% |
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