+1,311.2%
FERG vs INFY
+134.4%
+1,176.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.5% |
| 7D | -2.6% | -5.4% | +2.8% | -2.0% |
| 30D | -8.9% | -9.9% | +1.0% | -7.9% |
| 3M | -2.0% | -4.6% | +2.5% | -1.8% |
| 6M | -3.2% | -18.5% | +15.3% | -1.4% |
| YTD | +1.5% | -36.5% | +38.0% | +6.4% |
| 1Y | +0.5% | -32.8% | +33.2% | +4.4% |
| 3Y | +50.4% | -32.2% | +82.6% | +55.6% |
| 5Y | +68.7% | -44.7% | +113.4% | +76.9% |
| 10Y | +351.3% | +82.3% | +269.0% | +349.2% |
| All | +1,311.2% | +134.4% | +1,176.8% | +1,276.7% |
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