+3.7%
F vs INFY
-23.6%
+27.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | +2.7% |
| 7D | +6.0% | +1.2% | +4.8% | +5.9% |
| 30D | +4.3% | +13.8% | -9.5% | +3.5% |
| 3M | -10.1% | -2.9% | -7.2% | -10.3% |
| 6M | +12.8% | +2.2% | +10.6% | +13.1% |
| YTD | -0.1% | -29.8% | +29.7% | +2.5% |
| 1Y | +3.7% | -23.3% | +27.0% | +0.9% |
| All | +3.7% | -23.6% | +27.2% | +0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling