+40.0%
CVS vs INFY
+80.1%
-40.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.1% | -1.0% |
| 7D | -2.2% | -5.4% | +3.2% | -1.1% |
| 30D | -0.1% | -9.9% | +9.8% | +1.9% |
| 3M | -5.2% | -4.6% | -0.6% | -4.8% |
| 6M | +26.9% | -18.5% | +45.4% | +31.2% |
| YTD | +22.1% | -36.5% | +58.6% | +32.7% |
| 1Y | +30.8% | -32.8% | +63.5% | +39.6% |
| 3Y | +54.4% | -32.2% | +86.6% | +61.2% |
| 5Y | +33.4% | -44.7% | +78.0% | +44.2% |
| All | +40.0% | +80.1% | -40.0% | +3.7% |
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