-44.6%
INFY vs CAPR
+69.4%
-114.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +1.5% |
| 7D | -5.4% | -11.0% | +5.6% | -5.3% |
| 30D | -9.9% | +99.8% | -109.6% | -10.3% |
| 3M | -4.6% | -66.6% | +62.0% | -4.3% |
| 6M | -18.5% | -75.1% | +56.6% | -18.1% |
| YTD | -36.5% | -71.0% | +34.5% | -36.3% |
| 1Y | -32.8% | +30.0% | -62.7% | -34.6% |
| 3Y | -32.2% | +29.0% | -61.2% | -35.5% |
| All | -44.6% | +69.4% | -114.0% | -49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling