+66.5%
EWZ vs INFY
+124.5%
-58.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +0.8% | -1.7% | +2.4% | +1.3% |
| 30D | -24.4% | +7.1% | -31.4% | -26.6% |
| 3M | -4.6% | -1.0% | -3.6% | -5.3% |
| 6M | -11.6% | +5.9% | -17.4% | -15.7% |
| YTD | +2.4% | -29.5% | +31.9% | +13.1% |
| 1Y | +2.1% | -26.0% | +28.1% | +9.8% |
| 3Y | +18.7% | -19.4% | +38.1% | +19.5% |
| 5Y | +54.2% | -40.9% | +95.1% | +74.8% |
| All | +66.5% | +124.5% | -58.0% | -10.1% |
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