+945.1%
IGV vs INFY
+824.7%
+120.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | -0.2% |
| 7D | -1.5% | -8.7% | +7.2% | +1.7% |
| 30D | -3.0% | -13.0% | +9.9% | +1.9% |
| 3M | +9.6% | -8.8% | +18.3% | +12.5% |
| 6M | +16.1% | -22.6% | +38.7% | +26.2% |
| YTD | -3.6% | -37.3% | +33.7% | +12.3% |
| 1Y | -7.8% | -33.4% | +25.5% | +4.5% |
| 3Y | +40.0% | -32.3% | +72.3% | +56.0% |
| 5Y | +21.2% | -45.2% | +66.4% | +44.9% |
| 10Y | +364.4% | +80.0% | +284.4% | +254.7% |
| All | +945.1% | +824.7% | +120.3% | +250.1% |
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