-50.3%
DOCS vs INFY
-37.0%
-13.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.2% | +0.5% | -0.9% |
| 7D | -1.4% | -2.9% | +1.5% | +0.3% |
| 30D | +21.8% | -6.2% | +28.1% | +26.7% |
| 3M | +27.3% | -4.9% | +32.2% | +30.2% |
| 6M | -0.3% | -16.6% | +16.2% | +9.7% |
| YTD | -40.5% | -32.9% | -7.6% | -26.8% |
| 1Y | -61.5% | -26.9% | -34.7% | -55.8% |
| 3Y | +8.2% | -26.6% | +34.8% | +17.7% |
| 5Y | -73.4% | -44.1% | -29.4% | -65.2% |
| All | -50.3% | -37.0% | -13.2% | -34.3% |
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 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