+851.5%
DE vs INFY
+80.1%
+771.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.8% |
| 7D | -2.6% | -5.4% | +2.8% | -1.0% |
| 30D | +9.0% | -9.9% | +18.9% | +12.2% |
| 3M | +19.1% | -4.6% | +23.7% | +19.6% |
| 6M | +14.4% | -18.5% | +32.8% | +19.8% |
| YTD | +45.9% | -36.5% | +82.5% | +64.5% |
| 1Y | +43.6% | -32.8% | +76.4% | +57.4% |
| 3Y | +75.9% | -32.2% | +108.1% | +87.1% |
| 5Y | +98.8% | -44.7% | +143.4% | +122.7% |
| All | +851.5% | +80.1% | +771.4% | +517.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling