-57.6%
FISV vs INFY
-31.8%
-25.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.5% | +3.9% | +4.9% |
| 7D | -2.7% | -5.4% | +2.7% | -0.7% |
| 30D | 0.0% | -9.9% | +9.9% | +3.8% |
| 3M | -2.8% | -4.6% | +1.8% | -1.3% |
| 6M | -11.8% | -18.5% | +6.6% | -6.2% |
| YTD | -23.2% | -36.5% | +13.3% | -13.0% |
| 1Y | -62.0% | -32.8% | -29.2% | -57.8% |
| 3Y | -57.6% | -32.2% | -25.4% | -54.5% |
| All | -57.6% | -31.8% | -25.8% | -54.5% |
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