+362.1%
DIS vs INFY
+3,357.3%
-2,995.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.9% | -1.7% | +3.6% | +2.3% |
| 30D | +9.2% | +7.1% | +2.1% | +7.3% |
| 3M | +13.5% | -1.0% | +14.5% | +13.2% |
| 6M | +14.3% | +5.9% | +8.4% | +11.7% |
| YTD | +5.4% | -29.5% | +34.9% | +12.2% |
| 1Y | +12.2% | -26.0% | +38.1% | +17.8% |
| 3Y | +37.2% | -19.4% | +56.6% | +40.3% |
| 5Y | -23.1% | -40.9% | +17.8% | -16.4% |
| 10Y | +32.2% | +121.9% | -89.7% | +5.8% |
| All | +362.1% | +3,357.3% | -2,995.1% | +118.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling