+177.2%
FDX vs INFY
+80.1%
+97.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.4% |
| 7D | -3.3% | -5.4% | +2.1% | -1.4% |
| 30D | -4.5% | -9.9% | +5.3% | -1.1% |
| 3M | -7.3% | -4.6% | -2.8% | -6.8% |
| 6M | +7.5% | -18.5% | +26.0% | +13.9% |
| YTD | +35.1% | -36.5% | +71.6% | +55.6% |
| 1Y | +71.4% | -32.8% | +104.2% | +91.6% |
| 3Y | +60.8% | -32.2% | +93.0% | +74.7% |
| 5Y | +65.5% | -44.7% | +110.2% | +91.7% |
| All | +177.2% | +80.1% | +97.1% | +98.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling