+148.4%
INFY vs ALLE
+342.5%
-194.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.4% |
| 7D | -1.7% | +3.6% | -5.2% | -3.0% |
| 30D | +7.1% | +25.9% | -18.8% | -2.0% |
| 3M | -1.0% | +15.8% | -16.7% | -6.5% |
| 6M | +5.9% | +48.1% | -42.2% | -9.5% |
| YTD | -29.5% | +22.0% | -51.5% | -35.6% |
| 1Y | -26.0% | +18.0% | -44.0% | -31.6% |
| 3Y | -19.4% | +93.1% | -112.5% | -40.5% |
| 5Y | -40.9% | +52.1% | -93.0% | -52.8% |
| 10Y | +121.9% | +212.0% | -90.1% | +29.7% |
| All | +148.4% | +342.5% | -194.1% | +25.0% |
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