+2,166.5%
FIX vs INFY
-46.0%
+2,212.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.2% | -1.7% |
| 7D | +3.5% | -8.7% | +12.2% | +5.1% |
| 30D | -3.5% | -13.0% | +9.5% | -1.3% |
| 3M | -11.8% | -8.8% | -3.0% | -11.3% |
| 6M | +17.8% | -22.6% | +40.4% | +23.7% |
| YTD | +73.3% | -37.3% | +110.6% | +94.2% |
| 1Y | +128.1% | -33.4% | +161.5% | +147.6% |
| 3Y | +772.7% | -32.3% | +805.0% | +831.7% |
| 5Y | +2,166.5% | -45.2% | +2,211.7% | +2,494.1% |
| All | +2,166.5% | -46.0% | +2,212.5% | +2,494.1% |
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