-79.9%
FIG vs INFY
-32.5%
-47.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.5% | +3.3% | +3.6% |
| 7D | -3.8% | -5.4% | +1.6% | +0.5% |
| 30D | -2.3% | -9.9% | +7.5% | +5.9% |
| 3M | +20.0% | -4.6% | +24.5% | +23.9% |
| 6M | -16.7% | -18.5% | +1.8% | -5.1% |
| YTD | -37.9% | -36.5% | -1.4% | -21.2% |
| 1Y | -58.5% | -32.8% | -25.8% | -50.8% |
| All | -79.9% | -32.5% | -47.4% | -76.2% |
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