+744.4%
EXC vs INFY
+3,031.0%
-2,286.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.9% | +5.6% | +1.2% |
| 7D | +1.2% | -7.2% | +8.5% | +2.0% |
| 30D | -2.7% | -11.2% | +8.5% | -1.6% |
| 3M | -1.0% | -7.4% | +6.4% | -0.4% |
| 6M | -9.3% | -21.3% | +12.0% | -7.5% |
| YTD | +3.6% | -36.2% | +39.8% | +7.7% |
| 1Y | +5.9% | -31.3% | +37.2% | +9.0% |
| 3Y | +21.3% | -31.1% | +52.4% | +23.8% |
| 5Y | +46.2% | -44.9% | +91.0% | +51.7% |
| 10Y | +151.5% | +83.1% | +68.4% | +129.1% |
| All | +744.4% | +3,031.0% | -2,286.6% | +633.6% |
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