+34.6%
INFY vs ACI
+18.9%
+15.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.5% |
| 7D | -8.7% | -5.0% | -3.6% | -8.1% |
| 30D | -13.0% | -2.3% | -10.7% | -12.7% |
| 3M | -8.8% | -23.2% | +14.4% | -6.5% |
| 6M | -22.6% | -29.5% | +6.9% | -20.1% |
| YTD | -37.3% | -28.6% | -8.7% | -35.5% |
| 1Y | -33.4% | -34.0% | +0.7% | -31.0% |
| 3Y | -32.3% | -45.0% | +12.7% | -29.0% |
| 5Y | -45.2% | -44.0% | -1.2% | -43.7% |
| All | +34.6% | +18.9% | +15.7% | +29.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling