-45.5%
INFY vs ALL
+113.6%
-159.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | -9.8% | -4.3% | -5.5% | -9.0% |
| 30D | -13.4% | -3.6% | -9.8% | -12.8% |
| 3M | -7.2% | +13.2% | -20.4% | -9.1% |
| 6M | -20.6% | +22.5% | -43.1% | -23.3% |
| YTD | -37.5% | +22.7% | -60.2% | -39.6% |
| 1Y | -33.4% | +28.3% | -61.7% | -36.3% |
| 3Y | -32.4% | +152.0% | -184.5% | -43.8% |
| 5Y | -45.5% | +115.4% | -160.9% | -52.5% |
| All | -45.5% | +113.6% | -159.0% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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