+84.2%
FCX vs INFY
-31.8%
+116.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.5% |
| 7D | -2.3% | -5.4% | +3.1% | -1.2% |
| 30D | +2.7% | -9.9% | +12.5% | +4.8% |
| 3M | +7.4% | -4.6% | +12.0% | +7.4% |
| 6M | +16.0% | -18.5% | +34.5% | +21.5% |
| YTD | +40.9% | -36.5% | +77.5% | +59.8% |
| 1Y | +56.4% | -32.8% | +89.2% | +70.7% |
| 3Y | +84.2% | -32.2% | +116.4% | +87.4% |
| All | +84.2% | -31.8% | +116.0% | +87.4% |
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