+216.7%
CTVA vs INFY
+31.7%
+185.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -1.1% |
| 7D | -4.5% | -5.4% | +0.9% | -2.9% |
| 30D | +11.3% | -9.9% | +21.2% | +14.7% |
| 3M | +12.3% | -4.6% | +16.9% | +12.9% |
| 6M | +7.2% | -18.5% | +25.6% | +12.6% |
| YTD | +26.0% | -36.5% | +62.5% | +42.8% |
| 1Y | +16.0% | -32.8% | +48.8% | +27.9% |
| 3Y | +73.9% | -32.2% | +106.1% | +86.7% |
| 5Y | +103.8% | -44.7% | +148.5% | +130.7% |
| All | +216.7% | +31.7% | +185.0% | +101.8% |
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 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