+11.8%
CRM vs INFY
-31.8%
+43.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.5% | +1.2% |
| 7D | -4.4% | -5.4% | +0.9% | -1.7% |
| 30D | +28.1% | -9.9% | +38.0% | +35.1% |
| 3M | +48.8% | -4.6% | +53.4% | +52.3% |
| 6M | +28.3% | -18.5% | +46.7% | +40.4% |
| YTD | -6.0% | -36.5% | +30.5% | +13.4% |
| 1Y | +1.4% | -32.8% | +34.2% | +17.9% |
| 3Y | +11.8% | -32.2% | +44.0% | +26.3% |
| All | +11.8% | -31.8% | +43.6% | +26.3% |
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