-23.3%
INFY vs ALLE
+18.6%
-41.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.8% | +0.8% | +2.4% |
| 7D | +1.2% | +6.7% | -5.4% | +0.5% |
| 30D | +13.8% | +25.4% | -11.6% | +10.7% |
| 3M | -2.9% | +16.9% | -19.8% | -5.3% |
| 6M | +2.2% | +46.6% | -44.4% | +0.3% |
| YTD | -29.8% | +22.4% | -52.2% | -30.4% |
| 1Y | -23.3% | +17.7% | -41.0% | -22.6% |
| All | -23.3% | +18.6% | -41.8% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 1y: compounded portfolio wealth divided by compounded ALLE 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…
1y analysis · Full analysis span regression · 6 months rolling