-7.7%
DIS vs INFY
-32.0%
+24.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.4% |
| 7D | +1.2% | -5.4% | +6.6% | +2.1% |
| 30D | +3.2% | -9.9% | +13.1% | +5.0% |
| 3M | +7.0% | -4.6% | +11.6% | +7.3% |
| 6M | +6.4% | -18.5% | +24.9% | +9.1% |
| YTD | -5.6% | -36.5% | +30.9% | -1.6% |
| 1Y | -7.7% | -32.8% | +25.1% | -7.1% |
| All | -7.7% | -32.0% | +24.4% | -7.1% |
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