+136.4%
INFY vs ALLE
+260.9%
-124.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -3.6% |
| 7D | -2.9% | -0.2% | -2.7% | -2.9% |
| 30D | -6.2% | -6.8% | +0.5% | -3.8% |
| 3M | -4.9% | +21.0% | -25.9% | -12.0% |
| 6M | -16.6% | +1.1% | -17.7% | -17.7% |
| YTD | -32.9% | -0.5% | -32.4% | -33.7% |
| 1Y | -26.9% | -7.3% | -19.6% | -25.9% |
| 3Y | -26.6% | +42.3% | -68.8% | -38.8% |
| 5Y | -44.1% | +13.5% | -57.5% | -49.8% |
| 10Y | +90.0% | +144.0% | -54.1% | +21.8% |
| All | +136.4% | +260.9% | -124.4% | +28.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling