+8.3%
DIS vs INFY
-23.6%
+31.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +3.8% |
| 7D | +9.1% | +1.2% | +7.8% | +8.8% |
| 30D | +14.8% | +13.8% | +1.1% | +12.4% |
| 3M | +21.2% | -2.9% | +24.0% | +21.6% |
| 6M | +18.3% | +2.2% | +16.1% | +17.3% |
| YTD | +5.4% | -29.8% | +35.2% | +7.0% |
| 1Y | +8.3% | -23.3% | +31.5% | 0.0% |
| All | +8.3% | -23.6% | +31.8% | 0.0% |
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