-51.7%
FIG vs INFY
-23.6%
-28.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.6% | +2.6% | +3.3% |
| 7D | -4.7% | +1.2% | -5.9% | -5.6% |
| 30D | +0.5% | +13.8% | -13.2% | -9.5% |
| 3M | -18.4% | -2.9% | -15.5% | -17.1% |
| 6M | +10.9% | +2.2% | +8.7% | +7.9% |
| YTD | -40.8% | -29.8% | -11.0% | -32.7% |
| 1Y | -51.7% | -23.3% | -28.4% | -46.6% |
| All | -51.7% | -23.6% | -28.1% | -46.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling