+432.5%
EWZ vs INFY
+270.2%
+162.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | +0.4% |
| 7D | +6.5% | -2.9% | +9.4% | +7.6% |
| 30D | +4.8% | -6.2% | +11.1% | +7.1% |
| 3M | +9.9% | -4.9% | +14.8% | +10.5% |
| 6M | +1.9% | -16.6% | +18.5% | +6.8% |
| YTD | +20.3% | -32.9% | +53.2% | +34.9% |
| 1Y | +35.6% | -26.9% | +62.5% | +46.5% |
| 3Y | +43.4% | -26.6% | +70.0% | +52.1% |
| 5Y | +55.9% | -44.1% | +100.0% | +78.1% |
| 10Y | +84.2% | +90.0% | -5.8% | +31.5% |
| All | +432.5% | +270.2% | +162.3% | +149.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling