+56.2%
EMR vs INFY
-32.8%
+89.0%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -1.2% | -9.8% | +8.5% | +1.1% |
| 30D | -9.4% | -13.4% | +4.0% | -6.4% |
| 3M | +8.6% | -7.2% | +15.8% | +9.7% |
| 6M | +6.7% | -20.6% | +27.3% | +12.8% |
| YTD | +13.1% | -37.5% | +50.5% | +28.5% |
| 1Y | +12.7% | -33.4% | +46.1% | +23.9% |
| All | +56.2% | -32.8% | +89.0% | +68.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling