-37.6%
GIS vs INFY
-31.8%
-5.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.5% |
| 7D | -6.4% | -5.4% | -1.0% | -5.9% |
| 30D | -6.1% | -9.9% | +3.8% | -5.1% |
| 3M | +7.8% | -4.6% | +12.4% | +8.2% |
| 6M | -8.8% | -18.5% | +9.7% | -8.0% |
| YTD | -19.1% | -36.5% | +17.4% | -17.8% |
| 1Y | -24.8% | -32.8% | +8.0% | -23.8% |
| 3Y | -37.6% | -32.2% | -5.4% | -36.9% |
| All | -37.6% | -31.8% | -5.8% | -36.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling