+76.3%
INFY vs AMC
-99.0%
+175.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | -0.1% |
| 7D | -9.8% | -7.1% | -2.7% | -9.7% |
| 30D | -13.4% | -1.7% | -11.7% | -13.4% |
| 3M | -7.2% | +13.5% | -20.7% | -7.6% |
| 6M | -20.6% | +112.6% | -133.2% | -21.9% |
| YTD | -37.5% | +51.3% | -88.7% | -38.1% |
| 1Y | -33.4% | -14.5% | -18.9% | -33.6% |
| 3Y | -32.4% | -67.1% | +34.7% | -32.4% |
| 5Y | -45.5% | -99.5% | +54.1% | -43.6% |
| All | +76.3% | -99.0% | +175.3% | +61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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