+955.9%
EMR vs INFY
+3,014.1%
-2,058.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +2.3% |
| 7D | -0.4% | -5.4% | +5.0% | +0.7% |
| 30D | -6.8% | -9.9% | +3.1% | -4.9% |
| 3M | +7.5% | -4.6% | +12.0% | +7.8% |
| 6M | +9.9% | -18.5% | +28.3% | +13.4% |
| YTD | +16.0% | -36.5% | +52.5% | +25.8% |
| 1Y | +12.4% | -32.8% | +45.2% | +20.2% |
| 3Y | +60.2% | -32.2% | +92.4% | +70.2% |
| 5Y | +67.9% | -44.7% | +112.5% | +84.3% |
| 10Y | +282.0% | +82.3% | +199.7% | +227.5% |
| All | +955.9% | +3,014.1% | -2,058.1% | +458.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling