+238.0%
GM vs INFY
+97.9%
+140.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.0% | -1.2% |
| 7D | -2.4% | -5.4% | +2.9% | -0.3% |
| 30D | -1.1% | -9.9% | +8.7% | +2.8% |
| 3M | +6.1% | -4.6% | +10.7% | +6.9% |
| 6M | +15.0% | -18.5% | +33.4% | +22.4% |
| YTD | +6.0% | -36.5% | +42.5% | +23.5% |
| 1Y | +47.1% | -32.8% | +79.8% | +66.3% |
| 3Y | +170.5% | -32.2% | +202.7% | +197.4% |
| 5Y | +80.5% | -44.7% | +125.2% | +113.9% |
| 10Y | +238.7% | +82.3% | +156.4% | +140.1% |
| All | +238.0% | +97.9% | +140.1% | +104.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling