+69.4%
EMR vs INFY
-44.9%
+114.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +2.2% |
| 7D | -0.4% | -5.4% | +5.0% | +1.1% |
| 30D | -6.8% | -9.9% | +3.1% | -4.2% |
| 3M | +7.5% | -4.6% | +12.0% | +7.8% |
| 6M | +9.9% | -18.5% | +28.3% | +15.5% |
| YTD | +16.0% | -36.5% | +52.5% | +32.1% |
| 1Y | +12.4% | -32.8% | +45.2% | +24.5% |
| 3Y | +60.2% | -32.2% | +92.4% | +74.2% |
| All | +69.4% | -44.9% | +114.3% | +92.2% |
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 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