-30.0%
INFY vs AUR
-35.7%
+5.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.4% |
| 7D | -5.4% | +1.4% | -6.8% | -5.5% |
| 30D | -9.9% | -6.4% | -3.4% | -9.6% |
| 3M | -4.6% | +7.7% | -12.3% | -5.4% |
| 6M | -18.5% | +44.5% | -63.0% | -21.0% |
| YTD | -36.5% | +67.4% | -104.0% | -39.2% |
| 1Y | -32.8% | +15.4% | -48.2% | -34.2% |
| 3Y | -32.2% | +94.8% | -127.0% | -38.7% |
| 5Y | -44.7% | -35.1% | -9.6% | -49.4% |
| All | -30.0% | -35.7% | +5.7% | -35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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