+2,383.0%
INFY vs AU
+682.4%
+1,700.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +0.9% | +1.4% |
| 7D | -5.4% | -4.3% | -1.1% | -5.0% |
| 30D | -9.9% | +7.3% | -17.2% | -10.5% |
| 3M | -4.6% | +26.3% | -30.9% | -6.9% |
| 6M | -18.5% | +1.8% | -20.2% | -19.3% |
| YTD | -36.5% | +26.8% | -63.3% | -38.7% |
| 1Y | -32.8% | +66.7% | -99.4% | -37.0% |
| 3Y | -32.2% | +579.1% | -611.3% | -45.7% |
| 5Y | -44.7% | +689.3% | -734.0% | -57.3% |
| 10Y | +82.3% | +686.6% | -604.3% | +33.2% |
| All | +2,383.0% | +682.4% | +1,700.6% | +1,763.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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