+64.1%
DIA vs INFY
-44.9%
+109.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.6% |
| 7D | -1.6% | -5.4% | +3.8% | -0.4% |
| 30D | -2.0% | -9.9% | +7.8% | +0.1% |
| 3M | +3.6% | -4.6% | +8.2% | +4.1% |
| 6M | +11.5% | -18.5% | +30.0% | +15.8% |
| YTD | +10.4% | -36.5% | +46.9% | +21.4% |
| 1Y | +15.6% | -32.8% | +48.3% | +24.4% |
| 3Y | +58.9% | -32.2% | +91.1% | +67.9% |
| All | +64.1% | -44.9% | +109.0% | +79.7% |
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