+203.9%
DOCN vs INFY
-19.3%
+223.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.3% | +4.9% | +2.9% |
| 7D | -19.2% | -0.4% | -18.8% | -19.2% |
| 30D | -43.1% | +18.5% | -61.5% | -45.9% |
| 3M | -40.7% | +1.1% | -41.8% | -41.4% |
| 6M | -55.0% | +1.0% | -56.0% | -55.9% |
| YTD | +50.6% | -28.3% | +79.0% | +74.3% |
| 1Y | +54.0% | -21.1% | +75.0% | +65.2% |
| 3Y | +203.9% | -19.5% | +223.4% | +204.9% |
| All | +203.9% | -19.3% | +223.2% | +204.9% |
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 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