-40.2%
INFY vs AS
+114.1%
-154.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.8% | -2.0% | -4.5% |
| 7D | -7.2% | -2.6% | -4.6% | -6.9% |
| 30D | -11.2% | -22.1% | +10.9% | -8.4% |
| 3M | -7.4% | -15.3% | +7.9% | -5.7% |
| 6M | -21.3% | -15.6% | -5.7% | -19.9% |
| YTD | -36.2% | -23.2% | -13.0% | -34.3% |
| 1Y | -31.3% | -21.7% | -9.6% | -29.6% |
| All | -40.2% | +114.1% | -154.3% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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