+3,604.4%
FIX vs INFY
+124.5%
+3,479.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.8% |
| 7D | +17.0% | -4.0% | +21.0% | +18.3% |
| 30D | -30.6% | +7.8% | -38.4% | -32.9% |
| 3M | -35.0% | +0.1% | -35.1% | -36.2% |
| 6M | -44.0% | +4.2% | -48.1% | -47.2% |
| YTD | +21.1% | -29.5% | +50.7% | +32.4% |
| 1Y | +16.3% | -26.5% | +42.8% | +24.0% |
| 3Y | +507.4% | -19.8% | +527.2% | +509.8% |
| 5Y | +1,052.1% | -40.9% | +1,093.0% | +1,212.6% |
| All | +3,604.4% | +124.5% | +3,479.9% | +2,046.4% |
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