+67.3%
DVN vs INFY
+80.1%
-12.8%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.0% | -0.1% |
| 7D | +4.5% | -5.4% | +9.9% | +6.7% |
| 30D | +12.0% | -9.9% | +21.8% | +16.1% |
| 3M | +13.4% | -4.6% | +18.0% | +13.9% |
| 6M | +12.1% | -18.5% | +30.6% | +18.8% |
| YTD | +38.8% | -36.5% | +75.4% | +62.0% |
| 1Y | +46.0% | -32.8% | +78.8% | +64.6% |
| 3Y | +9.5% | -32.2% | +41.7% | +19.5% |
| 5Y | +125.3% | -44.7% | +169.9% | +161.5% |
| All | +67.3% | +80.1% | -12.8% | +11.9% |
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 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