+30.8%
CVS vs INFY
-32.0%
+62.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.1% | -0.7% |
| 7D | -2.2% | -5.4% | +3.2% | -2.0% |
| 30D | -0.1% | -9.9% | +9.8% | +0.3% |
| 3M | -5.2% | -4.6% | -0.6% | -5.2% |
| 6M | +26.9% | -18.5% | +45.4% | +27.2% |
| YTD | +22.1% | -36.5% | +58.6% | +22.8% |
| 1Y | +30.8% | -32.8% | +63.5% | +30.5% |
| All | +30.8% | -32.0% | +62.8% | +30.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling