+309.1%
DIS vs INFY
+3,191.3%
-2,882.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.5% | -1.0% |
| 7D | -2.6% | -2.9% | +0.3% | -1.9% |
| 30D | +3.5% | -6.2% | +9.7% | +4.9% |
| 3M | +6.8% | -4.9% | +11.7% | +7.6% |
| 6M | +3.0% | -16.6% | +19.6% | +6.5% |
| YTD | -6.7% | -32.9% | +26.2% | +0.8% |
| 1Y | -10.1% | -26.9% | +16.8% | -5.0% |
| 3Y | +33.0% | -26.6% | +59.6% | +39.3% |
| 5Y | -40.0% | -44.1% | +4.1% | -33.8% |
| 10Y | +21.1% | +90.0% | -68.9% | +0.4% |
| All | +309.1% | +3,191.3% | -2,882.2% | +96.2% |
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