+196.5%
INFY vs ALM
+8,394.4%
-8,197.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +8.8% | -13.7% | -4.9% |
| 7D | -7.2% | +8.4% | -15.7% | -7.3% |
| 30D | -11.2% | +34.8% | -46.0% | -11.2% |
| 3M | -7.4% | +16.2% | -23.6% | -7.4% |
| 6M | -21.3% | +2.1% | -23.4% | -21.3% |
| YTD | -36.2% | +117.0% | -153.2% | -36.3% |
| 1Y | -31.3% | +313.9% | -345.1% | -31.4% |
| 3Y | -31.1% | +2,327.9% | -2,359.0% | -31.4% |
| 5Y | -44.9% | +1,040.6% | -1,085.5% | -45.1% |
| 10Y | +83.1% | +3,219.4% | -3,136.4% | +82.4% |
| All | +196.5% | +8,394.4% | -8,197.9% | +197.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 ALM 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