-32.2%
INFY vs AGI
+206.1%
-238.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.4% |
| 7D | -5.4% | -2.7% | -2.6% | -5.3% |
| 30D | -9.9% | +7.2% | -17.1% | -10.0% |
| 3M | -4.6% | +4.3% | -8.8% | -4.6% |
| 6M | -18.5% | -27.1% | +8.6% | -17.5% |
| YTD | -36.5% | -6.6% | -29.9% | -36.3% |
| 1Y | -32.8% | +9.5% | -42.3% | -33.2% |
| 3Y | -32.2% | +208.4% | -240.6% | -40.5% |
| All | -32.2% | +206.1% | -238.3% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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