+38.4%
F vs INFY
-31.4%
+69.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.9% | +0.6% | -3.3% |
| 7D | +1.2% | -7.2% | +8.4% | +2.6% |
| 30D | +1.2% | -11.2% | +12.4% | +3.5% |
| 3M | -5.7% | -7.4% | +1.7% | -4.4% |
| 6M | +17.9% | -21.3% | +39.2% | +24.1% |
| YTD | +10.4% | -36.2% | +46.6% | +22.4% |
| 1Y | +25.3% | -31.3% | +56.6% | +34.3% |
| All | +38.4% | -31.4% | +69.8% | +41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling