-39.6%
INFY vs ALLE
+54.3%
-93.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.5% |
| 7D | +0.5% | -0.8% | +1.3% | +0.7% |
| 30D | +13.6% | +27.4% | -13.8% | +5.7% |
| 3M | -2.4% | +13.8% | -16.2% | -6.3% |
| 6M | +2.2% | +45.5% | -43.3% | -8.9% |
| YTD | -29.5% | +21.4% | -50.9% | -34.0% |
| 1Y | -26.1% | +15.4% | -41.5% | -29.7% |
| 3Y | -19.7% | +91.7% | -111.4% | -38.3% |
| 5Y | -39.6% | +54.5% | -94.1% | -49.2% |
| All | -39.6% | +54.3% | -93.9% | -49.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling