-19.3%
INFY vs ALLE
+93.1%
-112.4%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.5% |
| 7D | +0.5% | -0.8% | +1.3% | +0.6% |
| 30D | +13.6% | +27.4% | -13.8% | +8.2% |
| 3M | -2.4% | +13.8% | -16.2% | -5.2% |
| 6M | +2.2% | +45.5% | -43.3% | -5.0% |
| YTD | -29.5% | +21.4% | -50.9% | -32.2% |
| 1Y | -26.1% | +15.4% | -41.5% | -28.1% |
| All | -19.3% | +93.1% | -112.4% | -36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling