+76.6%
INFY vs ALLE
+155.7%
-79.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -0.8% |
| 7D | -8.7% | -2.2% | -6.5% | -8.0% |
| 30D | -13.0% | -8.3% | -4.6% | -10.2% |
| 3M | -8.8% | +16.3% | -25.0% | -14.3% |
| 6M | -22.6% | +1.8% | -24.4% | -23.8% |
| YTD | -37.3% | -3.9% | -33.4% | -37.3% |
| 1Y | -33.4% | -10.0% | -23.3% | -31.7% |
| 3Y | -32.3% | +45.8% | -78.1% | -44.5% |
| 5Y | -45.2% | +13.3% | -58.5% | -51.0% |
| All | +76.6% | +155.7% | -79.0% | +13.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling