+142.3%
IEMG vs INFY
+189.4%
-47.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +0.8% |
| 7D | -1.3% | -5.4% | +4.1% | +0.2% |
| 30D | +1.9% | -9.9% | +11.8% | +4.7% |
| 3M | +1.4% | -4.6% | +6.0% | +1.4% |
| 6M | +15.2% | -18.5% | +33.6% | +20.1% |
| YTD | +23.8% | -36.5% | +60.4% | +38.2% |
| 1Y | +30.7% | -32.8% | +63.4% | +42.4% |
| 3Y | +83.3% | -32.2% | +115.5% | +96.0% |
| 5Y | +48.8% | -44.7% | +93.4% | +67.2% |
| 10Y | +142.8% | +82.3% | +60.5% | +81.1% |
| All | +142.3% | +189.4% | -47.2% | +65.2% |
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 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