-38.5%
DXCM vs INFY
-45.7%
+7.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +0.9% | +0.8% |
| 7D | -5.8% | -9.8% | +4.0% | -2.5% |
| 30D | -5.6% | -13.4% | +7.8% | -1.0% |
| 3M | +13.0% | -7.2% | +20.3% | +15.3% |
| 6M | +24.7% | -20.6% | +45.3% | +33.2% |
| YTD | +27.3% | -37.5% | +64.8% | +46.2% |
| 1Y | +11.2% | -33.4% | +44.6% | +24.2% |
| 3Y | -19.0% | -32.4% | +13.4% | -16.8% |
| 5Y | -38.5% | -45.5% | +7.0% | -29.1% |
| All | -38.5% | -45.7% | +7.2% | -29.1% |
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