-33.2%
INFY vs AA
+73.4%
-106.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.8% | +4.6% | +0.3% |
| 7D | -9.8% | -5.4% | -4.4% | -9.3% |
| 30D | -13.4% | -10.7% | -2.7% | -12.6% |
| 3M | -7.2% | -26.2% | +18.9% | -4.6% |
| 6M | -20.6% | -20.9% | +0.3% | -19.5% |
| YTD | -37.5% | -8.6% | -28.8% | -38.0% |
| 1Y | -33.4% | +57.4% | -90.8% | -38.8% |
| All | -33.2% | +73.4% | -106.5% | -42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling