+38.4%
IGV vs INFY
-31.8%
+70.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | -0.2% |
| 7D | -2.9% | -5.4% | +2.5% | -1.0% |
| 30D | -1.5% | -9.9% | +8.3% | +2.1% |
| 3M | +11.7% | -4.6% | +16.2% | +12.8% |
| 6M | +18.4% | -18.5% | +36.9% | +26.6% |
| YTD | -3.9% | -36.5% | +32.6% | +11.2% |
| 1Y | -9.7% | -32.8% | +23.1% | +1.4% |
| 3Y | +38.4% | -32.2% | +70.6% | +55.0% |
| All | +38.4% | -31.8% | +70.2% | +55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling