+76.3%
INFY vs AR
+44.6%
+31.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -9.8% | -1.3% | -8.4% | -9.7% |
| 30D | -13.4% | +3.5% | -17.0% | -13.7% |
| 3M | -7.2% | +9.9% | -17.1% | -8.0% |
| 6M | -20.6% | +4.5% | -25.2% | -21.1% |
| YTD | -37.5% | +13.7% | -51.1% | -38.3% |
| 1Y | -33.4% | +19.2% | -52.6% | -34.6% |
| 3Y | -32.4% | +46.2% | -78.6% | -35.4% |
| 5Y | -45.5% | +145.9% | -191.4% | -50.8% |
| All | +76.3% | +44.6% | +31.7% | +50.9% |
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