+159.7%
GILD vs INFY
+80.1%
+79.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.2% | -1.0% |
| 7D | -4.8% | -5.4% | +0.6% | -3.8% |
| 30D | +5.8% | -9.9% | +15.6% | +7.8% |
| 3M | +14.9% | -4.6% | +19.5% | +15.7% |
| 6M | -0.4% | -18.5% | +18.1% | +2.8% |
| YTD | +18.5% | -36.5% | +55.1% | +27.6% |
| 1Y | +25.1% | -32.8% | +57.9% | +32.8% |
| 3Y | +105.9% | -32.2% | +138.1% | +116.0% |
| 5Y | +143.0% | -44.7% | +187.7% | +161.6% |
| All | +159.7% | +80.1% | +79.6% | +123.2% |
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