+65.4%
FDX vs INFY
-45.7%
+111.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -3.9% | -9.8% | +5.9% | -1.2% |
| 30D | -3.3% | -13.4% | +10.1% | +0.4% |
| 3M | -2.0% | -7.2% | +5.3% | -0.7% |
| 6M | +8.0% | -20.6% | +28.7% | +14.2% |
| YTD | +35.0% | -37.5% | +72.5% | +52.4% |
| 1Y | +73.7% | -33.4% | +107.0% | +90.4% |
| 3Y | +61.6% | -32.4% | +94.0% | +71.2% |
| 5Y | +65.4% | -45.5% | +110.9% | +81.8% |
| All | +65.4% | -45.7% | +111.0% | +81.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling