+198.1%
DOCN vs INFY
-31.1%
+229.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -4.9% | +17.5% | +15.2% |
| 7D | +16.3% | -7.2% | +23.6% | +20.5% |
| 30D | +2.0% | -11.2% | +13.2% | +7.7% |
| 3M | -25.2% | -7.4% | -17.8% | -25.1% |
| 6M | +132.7% | -21.3% | +153.9% | +158.0% |
| YTD | +163.3% | -36.2% | +199.5% | +232.2% |
| 1Y | +280.3% | -31.3% | +311.6% | +345.4% |
| 3Y | +371.8% | -31.1% | +402.9% | +432.7% |
| 5Y | +87.1% | -44.9% | +132.0% | +157.1% |
| All | +198.1% | -31.1% | +229.1% | +291.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling