+30.2%
DIS vs INFY
-32.6%
+62.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | -0.4% |
| 7D | -3.5% | -8.7% | +5.2% | -1.5% |
| 30D | +1.0% | -13.0% | +13.9% | +4.2% |
| 3M | +5.7% | -8.8% | +14.5% | +7.4% |
| 6M | +3.3% | -22.6% | +25.8% | +8.9% |
| YTD | -7.7% | -37.3% | +29.6% | +1.8% |
| 1Y | -10.0% | -33.4% | +23.4% | -3.2% |
| All | +30.2% | -32.6% | +62.9% | +40.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling