-33.2%
INFY vs CAPR
+31.5%
-64.7%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.8% | -0.2% |
| 7D | -9.8% | -10.6% | +0.8% | -9.7% |
| 30D | -13.4% | +111.2% | -124.6% | -13.6% |
| 3M | -7.2% | -67.2% | +60.0% | -7.0% |
| 6M | -20.6% | -75.1% | +54.5% | -20.4% |
| YTD | -37.5% | -71.2% | +33.8% | -37.3% |
| 1Y | -33.4% | +31.1% | -64.5% | -34.6% |
| All | -33.2% | +31.5% | -64.7% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 3y: compounded portfolio wealth divided by compounded CAPR 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…
3y analysis · Full analysis span regression · 6 months rolling