+237.5%
DOCN vs INFY
-18.9%
+256.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | +19.1% | -1.7% | +20.8% | +19.3% |
| 30D | -21.0% | +7.1% | -28.1% | -23.0% |
| 3M | -34.7% | -1.0% | -33.8% | -35.3% |
| 6M | -45.8% | +5.9% | -51.6% | -48.5% |
| YTD | +79.4% | -29.5% | +108.9% | +107.9% |
| 1Y | +91.0% | -26.0% | +117.0% | +111.9% |
| 3Y | +237.5% | -19.4% | +256.9% | +242.2% |
| All | +237.5% | -18.9% | +256.4% | +242.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling