+84.2%
DOCN vs INFY
-23.2%
+107.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.9% | +8.9% | +8.4% |
| 7D | -12.8% | -1.1% | -11.7% | -13.0% |
| 30D | -41.9% | +15.5% | -57.4% | -47.0% |
| 3M | -36.9% | -1.1% | -35.8% | -38.4% |
| 6M | -52.2% | -1.3% | -50.9% | -54.7% |
| YTD | +62.7% | -29.0% | +91.7% | +90.1% |
| 1Y | +58.2% | -23.3% | +81.5% | +72.0% |
| 3Y | +219.5% | -17.8% | +237.3% | +215.0% |
| 5Y | -32.9% | -39.4% | +6.6% | -13.6% |
| All | +84.2% | -23.2% | +107.5% | +123.8% |
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