+39.6%
DOCS vs INFY
-18.9%
+58.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +2.6% | -1.7% | +4.2% | +3.3% |
| 30D | +11.4% | +7.1% | +4.4% | +7.3% |
| 3M | +25.4% | -1.0% | +26.4% | +25.1% |
| 6M | +42.5% | +5.9% | +36.7% | +38.1% |
| YTD | -24.7% | -29.5% | +4.8% | -15.3% |
| 1Y | -32.9% | -26.0% | -7.0% | -26.7% |
| 3Y | +39.6% | -19.4% | +59.0% | +28.1% |
| All | +39.6% | -18.9% | +58.5% | +28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling