+51.9%
DOW vs INFY
-23.6%
+75.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.6% | -5.8% | -3.4% |
| 7D | -4.2% | +1.2% | -5.4% | -4.3% |
| 30D | +14.7% | +13.8% | +0.9% | +13.8% |
| 3M | +9.1% | -2.9% | +11.9% | +9.2% |
| 6M | -17.7% | +2.2% | -19.8% | -17.9% |
| YTD | +44.6% | -29.8% | +74.4% | +52.1% |
| 1Y | +51.9% | -23.3% | +75.2% | +54.8% |
| All | +51.9% | -23.6% | +75.5% | +54.8% |
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