+49.5%
EQT vs INFY
+77.5%
-27.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -1.2% | -9.8% | +8.6% | +1.0% |
| 30D | +1.1% | -13.4% | +14.5% | +4.2% |
| 3M | +4.8% | -7.2% | +12.0% | +5.9% |
| 6M | -10.6% | -20.6% | +10.0% | -6.8% |
| YTD | +3.4% | -37.5% | +40.9% | +13.2% |
| 1Y | +8.7% | -33.4% | +42.0% | +16.6% |
| 3Y | +35.0% | -32.4% | +67.4% | +41.8% |
| 5Y | +204.2% | -45.5% | +249.7% | +232.3% |
| All | +49.5% | +77.5% | -27.9% | +19.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling