+39.4%
GM vs INFY
-23.6%
+63.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | +4.3% |
| 7D | +12.1% | +1.2% | +10.8% | +11.9% |
| 30D | +15.2% | +13.8% | +1.5% | +13.3% |
| 3M | +4.9% | -2.9% | +7.7% | +4.7% |
| 6M | +22.6% | +2.2% | +20.5% | +22.0% |
| YTD | +14.4% | -29.8% | +44.2% | +15.9% |
| 1Y | +39.4% | -23.3% | +62.7% | +33.8% |
| All | +39.4% | -23.6% | +63.0% | +33.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling