-37.4%
DOCS vs INFY
-24.5%
-12.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.5% |
| 7D | 0.0% | -1.1% | +1.1% | +0.3% |
| 30D | +7.8% | +15.5% | -7.7% | -0.2% |
| 3M | +20.0% | -1.1% | +21.1% | +19.7% |
| 6M | +26.5% | -1.3% | +27.9% | +25.3% |
| YTD | -25.8% | -29.0% | +3.2% | -21.3% |
| All | -37.4% | -24.5% | -12.9% | -41.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling