+284.0%
FITB vs INFY
+80.1%
+203.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -0.9% | -0.1% |
| 7D | -0.3% | -5.4% | +5.1% | +2.2% |
| 30D | -5.7% | -9.9% | +4.2% | -1.4% |
| 3M | +3.2% | -4.6% | +7.7% | +3.8% |
| 6M | +23.4% | -18.5% | +41.9% | +32.7% |
| YTD | +18.8% | -36.5% | +55.3% | +43.0% |
| 1Y | +25.0% | -32.8% | +57.7% | +44.7% |
| 3Y | +131.2% | -32.2% | +163.4% | +159.2% |
| 5Y | +70.7% | -44.7% | +115.4% | +109.3% |
| All | +284.0% | +80.1% | +203.9% | +149.0% |
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