+27.2%
F vs INFY
-34.2%
+61.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.2% | +3.4% | +3.2% |
| 7D | -3.7% | -9.8% | +6.1% | -3.1% |
| 30D | -0.7% | -13.4% | +12.7% | 0.0% |
| 3M | -1.9% | -7.2% | +5.3% | -1.2% |
| 6M | +16.1% | -20.6% | +36.7% | +19.1% |
| YTD | +9.5% | -37.5% | +46.9% | +15.0% |
| 1Y | +27.2% | -33.4% | +60.6% | +29.6% |
| All | +27.2% | -34.2% | +61.4% | +29.6% |
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 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