+5,760.6%
CRM vs INFY
+549.6%
+5,211.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.5% | +1.2% |
| 7D | -4.4% | -5.4% | +0.9% | -1.8% |
| 30D | +28.1% | -9.9% | +38.0% | +35.0% |
| 3M | +48.8% | -4.6% | +53.4% | +52.2% |
| 6M | +28.3% | -18.5% | +46.7% | +41.2% |
| YTD | -6.0% | -36.5% | +30.5% | +15.6% |
| 1Y | +1.4% | -32.8% | +34.2% | +20.5% |
| 3Y | +11.8% | -32.2% | +44.0% | +30.3% |
| 5Y | -2.0% | -44.7% | +42.7% | +24.8% |
| 10Y | +239.6% | +82.3% | +157.3% | +134.8% |
| All | +5,760.6% | +549.6% | +5,211.0% | +1,769.6% |
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