+164.6%
DOCN vs INFY
-27.5%
+192.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.2% | +6.0% | +4.5% |
| 7D | +1.1% | -2.9% | +4.0% | +2.7% |
| 30D | -9.6% | -6.2% | -3.4% | -7.0% |
| 3M | -37.7% | -4.9% | -32.8% | -38.0% |
| 6M | +115.2% | -16.6% | +131.8% | +132.1% |
| YTD | +133.7% | -32.9% | +166.7% | +188.4% |
| 1Y | +250.2% | -26.9% | +277.0% | +297.0% |
| 3Y | +320.3% | -26.6% | +346.9% | +358.7% |
| 5Y | +53.1% | -44.1% | +97.2% | +108.6% |
| All | +164.6% | -27.5% | +192.2% | +239.4% |
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