-53.9%
DOCS vs INFY
-40.1%
-13.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -4.9% | -2.5% | -4.5% |
| 7D | -7.3% | -7.2% | -0.1% | -3.1% |
| 30D | -10.9% | -11.2% | +0.3% | -4.4% |
| 3M | +20.3% | -7.4% | +27.7% | +25.1% |
| 6M | -3.6% | -21.3% | +17.6% | +9.8% |
| YTD | -44.9% | -36.2% | -8.7% | -30.1% |
| 1Y | -64.9% | -31.3% | -33.6% | -58.0% |
| 3Y | +7.6% | -31.1% | +38.7% | +21.9% |
| 5Y | -74.0% | -44.9% | -29.1% | -65.7% |
| All | -53.9% | -40.1% | -13.8% | -37.3% |
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