-12.1%
DOW vs INFY
+23.3%
-35.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.5% | -2.7% |
| 7D | -1.4% | -5.4% | +4.0% | +0.8% |
| 30D | -3.9% | -9.9% | +5.9% | -0.1% |
| 3M | -12.7% | -4.6% | -8.1% | -12.2% |
| 6M | -13.7% | -18.5% | +4.8% | -8.1% |
| YTD | +28.4% | -36.5% | +64.9% | +52.3% |
| 1Y | +21.8% | -32.8% | +54.5% | +39.2% |
| 3Y | -35.7% | -32.2% | -3.5% | -28.3% |
| 5Y | -36.8% | -44.7% | +7.9% | -24.6% |
| All | -12.1% | +23.3% | -35.3% | -47.4% |
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 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