+31.9%
DIS vs INFY
+124.5%
-92.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.9% | -1.7% | +3.6% | +2.4% |
| 30D | +9.2% | +7.1% | +2.1% | +6.4% |
| 3M | +13.5% | -1.0% | +14.5% | +13.1% |
| 6M | +14.3% | +5.9% | +8.4% | +10.3% |
| YTD | +5.4% | -29.5% | +34.9% | +15.8% |
| 1Y | +12.2% | -26.0% | +38.1% | +20.5% |
| 3Y | +37.2% | -19.4% | +56.6% | +40.0% |
| 5Y | -23.1% | -40.9% | +17.8% | -13.7% |
| All | +31.9% | +124.5% | -92.6% | -8.0% |
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 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