-44.6%
INFY vs ATI
+1,029.4%
-1,074.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | -5.4% | -5.6% | +0.3% | -4.8% |
| 30D | -9.9% | -13.7% | +3.9% | -8.4% |
| 3M | -4.6% | -0.4% | -4.2% | -4.9% |
| 6M | -18.5% | +26.2% | -44.7% | -21.8% |
| YTD | -36.5% | +73.2% | -109.7% | -42.2% |
| 1Y | -32.8% | +161.6% | -194.4% | -42.7% |
| 3Y | -32.2% | +346.2% | -378.4% | -48.5% |
| All | -44.6% | +1,029.4% | -1,074.0% | -63.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling