+3,609.2%
DLR vs INFY
+309.9%
+3,299.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +0.3% |
| 7D | +2.9% | -8.7% | +11.6% | +5.8% |
| 30D | -1.2% | -13.0% | +11.8% | +3.0% |
| 3M | +2.9% | -8.8% | +11.7% | +4.9% |
| 6M | +6.7% | -22.6% | +29.2% | +13.8% |
| YTD | +23.9% | -37.3% | +61.2% | +40.1% |
| 1Y | +18.6% | -33.4% | +52.0% | +30.5% |
| 3Y | +59.7% | -32.3% | +92.0% | +71.1% |
| 5Y | +42.1% | -45.2% | +87.3% | +61.1% |
| 10Y | +176.7% | +80.0% | +96.7% | +92.5% |
| All | +3,609.2% | +309.9% | +3,299.3% | +1,457.9% |
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