+0.7%
F vs INFY
+3,357.3%
-3,356.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -3.1% | -1.7% | -1.4% | -2.7% |
| 30D | 0.0% | +7.1% | -7.0% | -1.8% |
| 3M | -13.2% | -1.0% | -12.2% | -13.3% |
| 6M | -10.2% | +5.9% | -16.1% | -12.5% |
| YTD | -4.9% | -29.5% | +24.6% | +1.3% |
| 1Y | -6.1% | -26.0% | +19.9% | -1.3% |
| 3Y | +46.0% | -19.4% | +65.4% | +49.3% |
| 5Y | -15.7% | -40.9% | +25.2% | -7.4% |
| 10Y | +64.3% | +121.9% | -57.5% | +31.5% |
| All | +0.7% | +3,357.3% | -3,356.6% | -42.1% |
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