+76.3%
INFY vs ALLE
+154.9%
-78.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -9.8% | -2.8% | -7.0% | -8.8% |
| 30D | -13.4% | -10.2% | -3.2% | -9.9% |
| 3M | -7.2% | +17.4% | -24.7% | -13.1% |
| 6M | -20.6% | +3.3% | -24.0% | -22.4% |
| YTD | -37.5% | -4.2% | -33.2% | -37.3% |
| 1Y | -33.4% | -10.5% | -22.8% | -31.5% |
| 3Y | -32.4% | +45.4% | -77.8% | -44.6% |
| 5Y | -45.5% | +11.9% | -57.4% | -50.9% |
| All | +76.3% | +154.9% | -78.6% | +13.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling