+70.5%
DOCN vs INFY
-22.6%
+93.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.3% | +4.9% | +3.6% |
| 7D | -19.2% | -0.4% | -18.8% | -19.5% |
| 30D | -43.1% | +18.5% | -61.5% | -48.7% |
| 3M | -40.7% | +1.1% | -41.8% | -42.7% |
| 6M | -55.0% | +1.0% | -56.0% | -57.8% |
| YTD | +50.6% | -28.3% | +79.0% | +75.4% |
| 1Y | +54.0% | -21.1% | +75.0% | +64.2% |
| 3Y | +203.9% | -19.5% | +223.4% | +206.6% |
| 5Y | -29.4% | -37.5% | +8.2% | -10.2% |
| All | +70.5% | -22.6% | +93.1% | +106.4% |
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