+47.9%
DE vs INFY
-26.8%
+74.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | -0.2% |
| 7D | +10.0% | -2.9% | +12.9% | +9.9% |
| 30D | +13.3% | -6.2% | +19.6% | +13.1% |
| 3M | +17.5% | -4.9% | +22.4% | +17.7% |
| 6M | +13.6% | -16.6% | +30.2% | +13.4% |
| YTD | +49.8% | -32.9% | +82.7% | +49.5% |
| 1Y | +47.9% | -26.9% | +74.7% | +47.9% |
| All | +47.9% | -26.8% | +74.6% | +47.9% |
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 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