+60.1%
EWZ vs INFY
-46.0%
+106.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -1.1% |
| 7D | -0.1% | -8.7% | +8.6% | +1.5% |
| 30D | +8.2% | -13.0% | +21.2% | +10.8% |
| 3M | +13.3% | -8.8% | +22.1% | +14.6% |
| 6M | +3.6% | -22.6% | +26.2% | +8.2% |
| YTD | +21.0% | -37.3% | +58.3% | +31.8% |
| 1Y | +34.7% | -33.4% | +68.0% | +43.7% |
| 3Y | +48.3% | -32.3% | +80.6% | +56.4% |
| 5Y | +60.1% | -45.2% | +105.3% | +73.1% |
| All | +60.1% | -46.0% | +106.1% | +73.1% |
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 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