+78.9%
INFY vs AG
+68.4%
+10.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.9% | +4.4% | +1.6% |
| 7D | -5.4% | -6.7% | +1.3% | -5.0% |
| 30D | -9.9% | +2.2% | -12.0% | -10.1% |
| 3M | -4.6% | +15.7% | -20.3% | -5.6% |
| 6M | -18.5% | -23.8% | +5.3% | -17.7% |
| YTD | -36.5% | +17.6% | -54.2% | -38.0% |
| 1Y | -32.8% | +88.6% | -121.4% | -36.8% |
| 3Y | -32.2% | +253.4% | -285.6% | -40.5% |
| 5Y | -44.7% | +62.4% | -107.1% | -49.8% |
| All | +78.9% | +68.4% | +10.5% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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