+125.5%
INFY vs ALLY
+124.8%
+0.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.3% | -3.5% | -3.3% |
| 7D | -2.9% | +3.7% | -6.6% | -3.9% |
| 30D | -6.2% | -2.3% | -4.0% | -5.7% |
| 3M | -4.9% | +3.8% | -8.7% | -6.1% |
| 6M | -16.6% | +9.7% | -26.3% | -19.1% |
| YTD | -32.9% | -1.4% | -31.5% | -33.0% |
| 1Y | -26.9% | +8.2% | -35.1% | -29.0% |
| 3Y | -26.6% | +66.5% | -93.1% | -38.8% |
| 5Y | -44.1% | +1.2% | -45.3% | -48.0% |
| 10Y | +90.0% | +191.4% | -101.4% | +17.5% |
| All | +125.5% | +124.8% | +0.7% | +45.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling