+2,064.0%
GS vs INFY
+2,820.2%
-756.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.2% | +3.3% | +1.0% |
| 7D | +0.9% | -2.9% | +3.8% | +1.8% |
| 30D | -1.6% | -6.2% | +4.7% | +0.1% |
| 3M | -4.5% | -4.9% | +0.4% | -4.1% |
| 6M | +20.9% | -16.6% | +37.5% | +25.3% |
| YTD | +19.9% | -32.9% | +52.8% | +31.5% |
| 1Y | +41.4% | -26.9% | +68.3% | +50.7% |
| 3Y | +239.2% | -26.6% | +265.7% | +258.0% |
| 5Y | +185.0% | -44.1% | +229.1% | +221.7% |
| 10Y | +655.0% | +90.0% | +565.0% | +493.6% |
| All | +2,064.0% | +2,820.2% | -756.1% | +1,081.1% |
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