-10.2%
DOW vs INFY
+21.5%
-31.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -2.4% | -9.8% | +7.4% | +1.8% |
| 30D | -4.1% | -13.4% | +9.3% | +1.5% |
| 3M | -12.4% | -7.2% | -5.2% | -10.8% |
| 6M | -10.6% | -20.6% | +10.0% | -3.7% |
| YTD | +31.1% | -37.5% | +68.5% | +56.4% |
| 1Y | +30.5% | -33.4% | +63.9% | +49.8% |
| 3Y | -34.4% | -32.4% | -2.0% | -26.8% |
| 5Y | -35.5% | -45.5% | +10.0% | -22.6% |
| All | -10.2% | +21.5% | -31.7% | -45.9% |
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