+114.1%
DT vs INFY
+18.9%
+95.2%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.1% | -1.4% |
| 7D | -1.6% | -5.4% | +3.8% | +1.1% |
| 30D | +3.0% | -9.9% | +12.9% | +8.5% |
| 3M | +26.5% | -4.6% | +31.1% | +28.0% |
| 6M | +35.9% | -18.5% | +54.4% | +48.6% |
| YTD | +17.8% | -36.5% | +54.4% | +44.7% |
| 1Y | +4.1% | -32.8% | +36.8% | +22.5% |
| 3Y | +5.3% | -32.2% | +37.5% | +19.5% |
| 5Y | -27.2% | -44.7% | +17.5% | -7.9% |
| All | +114.1% | +18.9% | +95.2% | +73.8% |
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 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