+188.9%
GS vs INFY
-45.2%
+234.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.7% | +1.2% |
| 7D | +3.4% | -7.2% | +10.6% | +5.6% |
| 30D | +0.2% | -11.2% | +11.4% | +3.5% |
| 3M | -0.3% | -7.4% | +7.1% | +0.9% |
| 6M | +27.4% | -21.3% | +48.6% | +35.8% |
| YTD | +19.6% | -36.2% | +55.8% | +36.7% |
| 1Y | +42.5% | -31.3% | +73.7% | +56.8% |
| 3Y | +240.4% | -31.1% | +271.5% | +266.3% |
| 5Y | +188.9% | -44.9% | +233.8% | +232.2% |
| All | +188.9% | -45.2% | +234.1% | +232.2% |
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 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