+129.0%
INFY vs ALLY
+174.3%
-45.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.2% |
| 7D | -1.7% | +0.4% | -2.0% | -1.8% |
| 30D | +7.1% | +5.2% | +1.8% | +5.5% |
| 3M | -1.0% | -13.3% | +12.3% | +3.0% |
| 6M | +5.9% | -6.7% | +12.5% | +7.5% |
| YTD | -29.5% | -12.8% | -16.7% | -27.2% |
| 1Y | -26.0% | +0.7% | -26.7% | -26.6% |
| 3Y | -19.4% | +65.2% | -84.6% | -32.9% |
| 5Y | -40.9% | -10.1% | -30.8% | -43.0% |
| All | +129.0% | +174.3% | -45.3% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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