+40.9%
DUK vs INFY
-44.9%
+85.8%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.4% | 0.0% |
| 7D | -0.7% | -5.4% | +4.7% | -0.5% |
| 30D | -2.4% | -9.9% | +7.4% | -2.1% |
| 3M | -3.0% | -4.6% | +1.6% | -3.0% |
| 6M | -6.6% | -18.5% | +11.9% | -6.2% |
| YTD | +4.6% | -36.5% | +41.1% | +5.7% |
| 1Y | +1.2% | -32.8% | +34.0% | +2.0% |
| 3Y | +45.7% | -32.2% | +77.9% | +44.8% |
| All | +40.9% | -44.9% | +85.8% | +38.9% |
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 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