+85.2%
F vs INFY
+77.5%
+7.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.2% | +3.4% | +3.3% |
| 7D | -3.7% | -9.8% | +6.1% | +0.2% |
| 30D | -0.7% | -13.4% | +12.7% | +4.8% |
| 3M | -1.9% | -7.2% | +5.3% | -0.1% |
| 6M | +16.1% | -20.6% | +36.7% | +24.7% |
| YTD | +9.5% | -37.5% | +46.9% | +28.6% |
| 1Y | +27.2% | -33.4% | +60.6% | +44.2% |
| 3Y | +36.3% | -32.4% | +68.7% | +49.7% |
| 5Y | +49.3% | -45.5% | +94.7% | +78.7% |
| All | +85.2% | +77.5% | +7.7% | +33.1% |
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