+36.3%
INFY vs ACI
+21.2%
+15.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.2% | -1.8% | +1.1% |
| 7D | -5.4% | -3.7% | -1.6% | -5.0% |
| 30D | -9.9% | +0.6% | -10.4% | -9.9% |
| 3M | -4.6% | -20.3% | +15.8% | -2.6% |
| 6M | -18.5% | -24.7% | +6.2% | -16.4% |
| YTD | -36.5% | -27.2% | -9.3% | -34.9% |
| 1Y | -32.8% | -32.7% | 0.0% | -30.5% |
| 3Y | -32.2% | -43.9% | +11.7% | -29.1% |
| 5Y | -44.7% | -38.9% | -5.8% | -43.4% |
| All | +36.3% | +21.2% | +15.1% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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