+144.7%
INFY vs AMC
-97.6%
+242.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | 0.0% |
| 7D | -1.7% | +3.5% | -5.2% | -1.7% |
| 30D | +7.1% | +12.5% | -5.4% | +6.8% |
| 3M | -1.0% | +23.6% | -24.5% | -1.5% |
| 6M | +5.9% | +144.4% | -138.5% | +3.7% |
| YTD | -29.5% | +108.3% | -137.9% | -30.9% |
| 1Y | -26.0% | +38.9% | -64.9% | -26.9% |
| 3Y | -19.4% | -58.9% | +39.4% | -19.7% |
| 5Y | -40.9% | -99.2% | +58.2% | -38.9% |
| 10Y | +121.9% | -98.8% | +220.6% | +128.5% |
| All | +144.7% | -97.6% | +242.3% | +108.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling