+78.9%
INFY vs ATI
+1,154.1%
-1,075.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | -5.4% | -5.6% | +0.3% | -4.6% |
| 30D | -9.9% | -13.7% | +3.9% | -8.0% |
| 3M | -4.6% | -0.4% | -4.2% | -5.1% |
| 6M | -18.5% | +26.2% | -44.7% | -22.3% |
| YTD | -36.5% | +73.2% | -109.7% | -42.7% |
| 1Y | -32.8% | +161.6% | -194.4% | -43.4% |
| 3Y | -32.2% | +346.2% | -378.4% | -49.2% |
| 5Y | -44.7% | +1,047.6% | -1,092.3% | -65.4% |
| All | +78.9% | +1,154.1% | -1,075.2% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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