-40.6%
FIS vs INFY
+80.1%
-120.6%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.4% |
| 7D | -7.9% | -5.4% | -2.5% | -5.8% |
| 30D | -8.0% | -9.9% | +1.9% | -4.1% |
| 3M | +0.6% | -4.6% | +5.2% | +2.1% |
| 6M | -22.2% | -18.5% | -3.7% | -16.2% |
| YTD | -40.8% | -36.5% | -4.2% | -30.0% |
| 1Y | -41.5% | -32.8% | -8.8% | -32.9% |
| 3Y | -25.5% | -32.2% | +6.7% | -17.2% |
| 5Y | -64.8% | -44.7% | -20.1% | -58.1% |
| All | -40.6% | +80.1% | -120.6% | -56.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling