+78.9%
INFY vs AA
+122.9%
-44.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | -5.4% | -3.4% | -2.0% | -5.0% |
| 30D | -9.9% | -5.8% | -4.1% | -9.2% |
| 3M | -4.6% | -29.9% | +25.3% | -0.2% |
| 6M | -18.5% | -27.0% | +8.6% | -15.9% |
| YTD | -36.5% | -8.7% | -27.8% | -37.0% |
| 1Y | -32.8% | +50.6% | -83.4% | -38.5% |
| 3Y | -32.2% | +74.1% | -106.3% | -41.6% |
| 5Y | -44.7% | +2.6% | -47.3% | -51.3% |
| All | +78.9% | +122.9% | -44.0% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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