-37.1%
DOW vs INFY
-44.9%
+7.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.5% | -2.5% |
| 7D | -1.4% | -5.4% | +4.0% | +0.1% |
| 30D | -3.9% | -9.9% | +5.9% | -1.3% |
| 3M | -12.7% | -4.6% | -8.1% | -12.2% |
| 6M | -13.7% | -18.5% | +4.8% | -9.6% |
| YTD | +28.4% | -36.5% | +64.9% | +46.1% |
| 1Y | +21.8% | -32.8% | +54.5% | +34.7% |
| 3Y | -35.7% | -32.2% | -3.5% | -29.9% |
| All | -37.1% | -44.9% | +7.7% | -30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling