+16,072.4%
FIX vs INFY
+3,191.3%
+12,881.1%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.2% | +5.1% | +2.6% |
| 7D | +6.0% | -2.9% | +8.9% | +6.6% |
| 30D | -7.2% | -6.2% | -1.0% | -6.3% |
| 3M | -15.9% | -4.9% | -10.9% | -16.1% |
| 6M | +12.7% | -16.6% | +29.3% | +14.8% |
| YTD | +72.8% | -32.9% | +105.7% | +83.3% |
| 1Y | +122.9% | -26.9% | +149.8% | +131.6% |
| 3Y | +774.3% | -26.6% | +800.9% | +804.1% |
| 5Y | +2,049.5% | -44.1% | +2,093.5% | +2,237.1% |
| 10Y | +5,821.5% | +90.0% | +5,731.5% | +4,904.4% |
| All | +16,072.4% | +3,191.3% | +12,881.1% | +10,028.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling