-37.4%
DOCS vs INFY
-33.9%
-3.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | +0.1% | -4.0% | +4.0% | +2.3% |
| 30D | +8.7% | +7.8% | +0.9% | +3.4% |
| 3M | +32.9% | +0.1% | +32.8% | +31.8% |
| 6M | +25.5% | +4.2% | +21.3% | +21.4% |
| YTD | -25.0% | -29.5% | +4.5% | -11.1% |
| 1Y | -34.9% | -26.5% | -8.3% | -25.3% |
| 3Y | +39.3% | -19.8% | +59.1% | +42.4% |
| 5Y | -54.8% | -40.9% | -13.9% | -43.1% |
| All | -37.4% | -33.9% | -3.5% | -20.2% |
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 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