+119.1%
DAL vs INFY
-38.0%
+157.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | -0.1% |
| 7D | +10.7% | +5.5% | +5.2% | +8.5% |
| 30D | +12.5% | +17.3% | -4.8% | +5.8% |
| 3M | +3.6% | +0.2% | +3.4% | +2.9% |
| 6M | +26.7% | +0.3% | +26.5% | +24.4% |
| YTD | +34.3% | -27.8% | +62.1% | +50.1% |
| 1Y | +59.1% | -23.3% | +82.4% | +71.6% |
| 3Y | +179.9% | -17.8% | +197.7% | +186.3% |
| 5Y | +119.1% | -37.5% | +156.7% | +140.9% |
| All | +119.1% | -38.0% | +157.2% | +140.9% |
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