-33.2%
INFY vs AG
+260.2%
-293.4%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.7% | 0.0% |
| 7D | -9.8% | -5.8% | -4.0% | -9.6% |
| 30D | -13.4% | +6.4% | -19.8% | -13.6% |
| 3M | -7.2% | +28.4% | -35.6% | -8.2% |
| 6M | -20.6% | -24.5% | +3.8% | -19.9% |
| YTD | -37.5% | +21.2% | -58.6% | -38.6% |
| 1Y | -33.4% | +114.1% | -147.5% | -37.2% |
| All | -33.2% | +260.2% | -293.4% | -41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling