-44.6%
INFY vs ALC
-20.7%
-23.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.2% | +1.7% |
| 7D | -5.4% | -6.3% | +1.0% | -3.3% |
| 30D | -9.9% | -10.3% | +0.4% | -6.6% |
| 3M | -4.6% | -0.7% | -3.8% | -4.2% |
| 6M | -18.5% | -17.8% | -0.6% | -13.5% |
| YTD | -36.5% | -15.8% | -20.7% | -33.2% |
| 1Y | -32.8% | -16.7% | -16.0% | -29.1% |
| 3Y | -32.2% | -19.7% | -12.5% | -29.3% |
| All | -44.6% | -20.7% | -23.9% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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