+91.2%
EWZ vs INFY
+77.5%
+13.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | +1.1% | -9.8% | +10.9% | +4.8% |
| 30D | +13.5% | -13.4% | +26.9% | +19.3% |
| 3M | +15.2% | -7.2% | +22.5% | +16.8% |
| 6M | +3.7% | -20.6% | +24.3% | +11.0% |
| YTD | +22.5% | -37.5% | +60.0% | +42.7% |
| 1Y | +35.3% | -33.4% | +68.6% | +52.1% |
| 3Y | +50.2% | -32.4% | +82.6% | +63.5% |
| 5Y | +64.6% | -45.5% | +110.0% | +91.8% |
| All | +91.2% | +77.5% | +13.7% | +15.1% |
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