+55.4%
CVS vs INFY
-32.8%
+88.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -2.0% | -9.8% | +7.8% | -1.4% |
| 30D | +1.9% | -13.4% | +15.3% | +2.7% |
| 3M | -2.2% | -7.2% | +5.0% | -2.0% |
| 6M | +26.7% | -20.6% | +47.3% | +27.9% |
| YTD | +22.9% | -37.5% | +60.3% | +25.5% |
| 1Y | +32.9% | -33.4% | +66.3% | +34.9% |
| All | +55.4% | -32.8% | +88.2% | +55.1% |
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