+161.9%
INFY vs AR
-27.2%
+189.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -3.2% |
| 7D | -2.9% | +2.5% | -5.4% | -3.1% |
| 30D | -6.2% | +14.8% | -21.0% | -7.3% |
| 3M | -4.9% | +6.2% | -11.1% | -5.4% |
| 6M | -16.6% | +4.3% | -20.9% | -17.1% |
| YTD | -32.9% | +14.4% | -47.3% | -33.9% |
| 1Y | -26.9% | +21.3% | -48.2% | -28.4% |
| 3Y | -26.6% | +39.8% | -66.4% | -29.7% |
| 5Y | -44.1% | +142.1% | -186.1% | -49.7% |
| 10Y | +90.0% | +52.0% | +37.9% | +63.4% |
| All | +161.9% | -27.2% | +189.1% | +129.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling