+75.9%
DE vs INFY
-31.8%
+107.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.4% |
| 7D | -2.6% | -5.4% | +2.8% | -2.2% |
| 30D | +9.0% | -9.9% | +18.9% | +9.9% |
| 3M | +19.1% | -4.6% | +23.7% | +19.5% |
| 6M | +14.4% | -18.5% | +32.8% | +16.4% |
| YTD | +45.9% | -36.5% | +82.5% | +53.4% |
| 1Y | +43.6% | -32.8% | +76.4% | +48.7% |
| 3Y | +75.9% | -32.2% | +108.1% | +74.6% |
| All | +75.9% | -31.8% | +107.7% | +74.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling