+725.7%
FLEX vs INFY
-46.0%
+771.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -1.0% |
| 7D | +6.4% | -8.7% | +15.0% | +8.8% |
| 30D | -5.9% | -13.0% | +7.1% | -2.6% |
| 3M | -23.5% | -8.8% | -14.7% | -22.8% |
| 6M | +83.7% | -22.6% | +106.3% | +96.1% |
| YTD | +86.5% | -37.3% | +123.8% | +116.5% |
| 1Y | +100.5% | -33.4% | +133.9% | +124.0% |
| 3Y | +469.8% | -32.3% | +502.1% | +519.9% |
| 5Y | +725.7% | -45.2% | +770.9% | +887.6% |
| All | +725.7% | -46.0% | +771.7% | +887.6% |
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