-33.2%
INFY vs CFG
+183.3%
-216.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -9.8% | -1.7% | -8.1% | -9.3% |
| 30D | -13.4% | -4.6% | -8.8% | -12.4% |
| 3M | -7.2% | +7.9% | -15.1% | -9.2% |
| 6M | -20.6% | +19.9% | -40.5% | -24.6% |
| YTD | -37.5% | +21.7% | -59.1% | -40.7% |
| 1Y | -33.4% | +38.4% | -71.8% | -39.0% |
| All | -33.2% | +183.3% | -216.5% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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