-15.8%
F vs INFY
-40.7%
+24.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.8% |
| 7D | -3.9% | -4.0% | +0.1% | -2.6% |
| 30D | -0.5% | +7.8% | -8.3% | -3.2% |
| 3M | -12.9% | +0.1% | -13.0% | -13.4% |
| 6M | +1.5% | +4.2% | -2.7% | -1.8% |
| YTD | -5.0% | -29.5% | +24.5% | +6.7% |
| 1Y | -7.3% | -26.5% | +19.2% | +1.3% |
| 3Y | +45.3% | -19.8% | +65.1% | +44.7% |
| 5Y | -15.8% | -40.9% | +25.2% | +0.6% |
| All | -15.8% | -40.7% | +24.9% | +0.6% |
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