+840.8%
DIA vs INFY
+2,974.7%
-2,133.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.0% | -0.4% |
| 7D | -1.2% | -8.7% | +7.5% | +0.3% |
| 30D | -2.7% | -13.0% | +10.3% | -0.4% |
| 3M | +3.3% | -8.8% | +12.0% | +4.5% |
| 6M | +10.4% | -22.6% | +33.0% | +14.7% |
| YTD | +10.0% | -37.3% | +47.3% | +18.1% |
| 1Y | +16.2% | -33.4% | +49.5% | +23.1% |
| 3Y | +58.7% | -32.3% | +91.0% | +66.6% |
| 5Y | +63.6% | -45.2% | +108.8% | +76.7% |
| 10Y | +251.0% | +80.0% | +171.0% | +206.4% |
| All | +840.8% | +2,974.7% | -2,133.9% | +496.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling