+43.7%
F vs INFY
-46.0%
+89.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.8% | -2.1% | -3.3% |
| 7D | -4.9% | -8.7% | +3.8% | -1.9% |
| 30D | -2.9% | -13.0% | +10.1% | +1.7% |
| 3M | -9.1% | -8.8% | -0.3% | -6.9% |
| 6M | +12.9% | -22.6% | +35.5% | +22.3% |
| YTD | +6.1% | -37.3% | +43.4% | +24.1% |
| 1Y | +22.5% | -33.4% | +55.9% | +38.0% |
| 3Y | +32.1% | -32.3% | +64.4% | +41.7% |
| 5Y | +43.7% | -45.2% | +89.0% | +73.6% |
| All | +43.7% | -46.0% | +89.8% | +73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling