+32.2%
CVS vs INFY
-44.9%
+77.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.1% | -0.8% |
| 7D | -2.2% | -5.4% | +3.2% | -1.6% |
| 30D | -0.1% | -9.9% | +9.8% | +1.0% |
| 3M | -5.2% | -4.6% | -0.6% | -5.0% |
| 6M | +26.9% | -18.5% | +45.4% | +29.1% |
| YTD | +22.1% | -36.5% | +58.6% | +27.6% |
| 1Y | +30.8% | -32.8% | +63.5% | +35.3% |
| 3Y | +54.4% | -32.2% | +86.6% | +57.3% |
| All | +32.2% | -44.9% | +77.1% | +35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling