+22.1%
F vs INFY
+3,191.3%
-3,169.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.2% | +4.7% | +2.2% |
| 7D | +5.3% | -2.9% | +8.2% | +6.1% |
| 30D | +4.6% | -6.2% | +10.8% | +6.2% |
| 3M | -3.7% | -4.9% | +1.2% | -3.1% |
| 6M | +16.8% | -16.6% | +33.4% | +20.6% |
| YTD | +15.3% | -32.9% | +48.2% | +24.7% |
| 1Y | +31.0% | -26.9% | +57.9% | +38.3% |
| 3Y | +45.4% | -26.6% | +72.0% | +52.3% |
| 5Y | +54.7% | -44.1% | +98.7% | +72.4% |
| 10Y | +98.2% | +90.0% | +8.2% | +64.4% |
| All | +22.1% | +3,191.3% | -3,169.2% | -28.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling