-65.4%
FIS vs INFY
-44.9%
-20.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.6% |
| 7D | -9.0% | -5.4% | -3.6% | -6.9% |
| 30D | -9.0% | -9.9% | +0.8% | -5.3% |
| 3M | -0.5% | -4.6% | +4.0% | +0.9% |
| 6M | -23.1% | -18.5% | -4.6% | -17.4% |
| YTD | -41.5% | -36.5% | -4.9% | -31.4% |
| 1Y | -42.2% | -32.8% | -9.4% | -34.2% |
| 3Y | -26.3% | -32.2% | +5.9% | -19.7% |
| All | -65.4% | -44.9% | -20.5% | -60.2% |
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 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