-39.6%
INFY vs AMC
-99.1%
+59.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -2.3% |
| 7D | +0.5% | -2.8% | +3.3% | +0.5% |
| 30D | +13.6% | +14.0% | -0.4% | +12.8% |
| 3M | -2.4% | +42.5% | -44.9% | -4.1% |
| 6M | +2.2% | +142.6% | -140.4% | -2.6% |
| YTD | -29.5% | +119.2% | -148.7% | -32.7% |
| 1Y | -26.1% | +40.7% | -66.9% | -28.4% |
| 3Y | -19.7% | -57.3% | +37.6% | -20.4% |
| 5Y | -39.6% | -99.1% | +59.5% | -28.4% |
| All | -39.6% | -99.1% | +59.5% | -28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling