+48.6%
ENTG vs INFY
-31.8%
+80.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +1.9% |
| 7D | +1.2% | -5.4% | +6.6% | +2.3% |
| 30D | -12.9% | -9.9% | -3.0% | -11.1% |
| 3M | -3.1% | -4.6% | +1.5% | -4.1% |
| 6M | +21.0% | -18.5% | +39.5% | +27.9% |
| YTD | +67.0% | -36.5% | +103.5% | +101.8% |
| 1Y | +68.6% | -32.8% | +101.4% | +92.7% |
| 3Y | +48.6% | -32.2% | +80.8% | +69.5% |
| All | +48.6% | -31.8% | +80.4% | +69.5% |
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 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