+60.8%
FDX vs INFY
-31.8%
+92.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.2% |
| 7D | -3.3% | -5.4% | +2.1% | -2.3% |
| 30D | -4.5% | -9.9% | +5.3% | -2.7% |
| 3M | -7.3% | -4.6% | -2.8% | -6.9% |
| 6M | +7.5% | -18.5% | +26.0% | +11.4% |
| YTD | +35.1% | -36.5% | +71.6% | +47.2% |
| 1Y | +71.4% | -32.8% | +104.2% | +82.6% |
| 3Y | +60.8% | -32.2% | +93.0% | +64.6% |
| All | +60.8% | -31.8% | +92.6% | +64.6% |
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 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