+112.2%
DT vs INFY
+17.4%
+94.7%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +1.5% |
| 7D | -0.5% | -8.7% | +8.2% | +4.0% |
| 30D | +0.1% | -13.0% | +13.0% | +7.2% |
| 3M | +24.1% | -8.8% | +32.9% | +28.5% |
| 6M | +30.1% | -22.6% | +52.7% | +46.0% |
| YTD | +16.8% | -37.3% | +54.1% | +44.3% |
| 1Y | -0.1% | -33.4% | +33.3% | +18.2% |
| 3Y | +6.8% | -32.3% | +39.1% | +21.2% |
| 5Y | -28.4% | -45.2% | +16.9% | -9.0% |
| All | +112.2% | +17.4% | +94.7% | +73.3% |
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