+106.3%
DAL vs INFY
-45.2%
+151.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.9% | +3.4% | +0.2% |
| 7D | +3.4% | -7.2% | +10.6% | +6.1% |
| 30D | -13.6% | -11.2% | -2.4% | -9.9% |
| 3M | +1.2% | -7.4% | +8.6% | +3.0% |
| 6M | +34.5% | -21.3% | +55.8% | +45.2% |
| YTD | +14.7% | -36.2% | +50.9% | +34.0% |
| 1Y | +29.2% | -31.3% | +60.5% | +44.9% |
| 3Y | +100.0% | -31.1% | +131.0% | +120.1% |
| 5Y | +106.3% | -44.9% | +151.2% | +142.1% |
| All | +106.3% | -45.2% | +151.5% | +142.1% |
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 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