-33.1%
INFY vs ALLY
+63.1%
-96.2%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.6% |
| 7D | -8.7% | -1.9% | -6.7% | -8.2% |
| 30D | -13.0% | -4.5% | -8.5% | -12.0% |
| 3M | -8.8% | -2.8% | -5.9% | -8.3% |
| 6M | -22.6% | +10.3% | -32.9% | -24.6% |
| YTD | -37.3% | -5.7% | -31.6% | -36.8% |
| 1Y | -33.4% | +3.9% | -37.3% | -34.3% |
| All | -33.1% | +63.1% | -96.2% | -40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling