-44.2%
INFY vs ACWI
+68.3%
-112.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.5% |
| 7D | -7.2% | +1.1% | -8.3% | -8.0% |
| 30D | -11.2% | -0.2% | -11.0% | -11.0% |
| 3M | -7.4% | +4.7% | -12.1% | -11.1% |
| 6M | -21.3% | +14.5% | -35.7% | -30.1% |
| YTD | -36.2% | +14.6% | -50.8% | -43.4% |
| 1Y | -31.3% | +21.4% | -52.7% | -41.9% |
| 3Y | -31.1% | +77.6% | -108.7% | -58.3% |
| All | -44.2% | +68.3% | -112.5% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling