+142.4%
GILD vs INFY
-44.9%
+187.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.2% | -1.0% |
| 7D | -4.8% | -5.4% | +0.6% | -3.9% |
| 30D | +5.8% | -9.9% | +15.6% | +7.7% |
| 3M | +14.9% | -4.6% | +19.5% | +15.6% |
| 6M | -0.4% | -18.5% | +18.1% | +2.5% |
| YTD | +18.5% | -36.5% | +55.1% | +26.6% |
| 1Y | +25.1% | -32.8% | +57.9% | +31.9% |
| 3Y | +105.9% | -32.2% | +138.1% | +114.7% |
| All | +142.4% | -44.9% | +187.3% | +156.7% |
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