+15.3%
ENTG vs INFY
-44.9%
+60.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +1.5% |
| 7D | +1.2% | -5.4% | +6.6% | +3.6% |
| 30D | -12.9% | -9.9% | -3.0% | -9.2% |
| 3M | -3.1% | -4.6% | +1.5% | -5.1% |
| 6M | +21.0% | -18.5% | +39.5% | +28.7% |
| YTD | +67.0% | -36.5% | +103.5% | +107.9% |
| 1Y | +68.6% | -32.8% | +101.4% | +98.2% |
| 3Y | +48.6% | -32.2% | +80.8% | +68.3% |
| All | +15.3% | -44.9% | +60.2% | +52.6% |
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