+78.9%
INFY vs A
+256.4%
-177.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.7% | -1.2% | +0.5% |
| 7D | -5.4% | -2.6% | -2.8% | -4.4% |
| 30D | -9.9% | -0.9% | -9.0% | -9.6% |
| 3M | -4.6% | +13.6% | -18.2% | -9.3% |
| 6M | -18.5% | +27.8% | -46.3% | -26.4% |
| YTD | -36.5% | +8.6% | -45.2% | -39.1% |
| 1Y | -32.8% | +16.9% | -49.6% | -37.5% |
| 3Y | -32.2% | +32.9% | -65.1% | -42.4% |
| 5Y | -44.7% | -14.1% | -30.6% | -44.4% |
| All | +78.9% | +256.4% | -177.5% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling