+22.7%
DIS vs INFY
+77.5%
-54.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -1.3% | -9.8% | +8.5% | +2.1% |
| 30D | +2.2% | -13.4% | +15.6% | +7.0% |
| 3M | +8.1% | -7.2% | +15.4% | +10.0% |
| 6M | +5.2% | -20.6% | +25.9% | +12.3% |
| YTD | -6.3% | -37.5% | +31.2% | +7.6% |
| 1Y | -7.3% | -33.4% | +26.1% | +3.3% |
| 3Y | +33.8% | -32.4% | +66.2% | +45.6% |
| 5Y | -40.7% | -45.5% | +4.8% | -31.6% |
| All | +22.7% | +77.5% | -54.8% | -7.4% |
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