+45.0%
EEM vs INFY
-44.9%
+89.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.0% |
| 7D | -1.3% | -5.4% | +4.1% | -0.3% |
| 30D | +2.1% | -9.9% | +11.9% | +3.9% |
| 3M | +1.0% | -4.6% | +5.6% | +1.0% |
| 6M | +15.9% | -18.5% | +34.4% | +20.1% |
| YTD | +24.6% | -36.5% | +61.2% | +37.1% |
| 1Y | +32.3% | -32.8% | +65.0% | +42.2% |
| 3Y | +85.9% | -32.2% | +118.1% | +95.4% |
| All | +45.0% | -44.9% | +89.8% | +60.9% |
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