+129.0%
INFY vs AR
+57.4%
+71.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -1.7% | +7.4% | -9.1% | -2.2% |
| 30D | +7.1% | +5.8% | +1.3% | +6.5% |
| 3M | -1.0% | +5.2% | -6.2% | -1.5% |
| 6M | +5.9% | +5.4% | +0.4% | +5.2% |
| YTD | -29.5% | +12.4% | -42.0% | -30.5% |
| 1Y | -26.0% | +12.8% | -38.8% | -27.1% |
| 3Y | -19.4% | +47.2% | -66.6% | -23.0% |
| 5Y | -40.9% | +101.1% | -142.1% | -45.9% |
| All | +129.0% | +57.4% | +71.6% | +91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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