+78.9%
INFY vs CHRW
+183.1%
-104.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.4% |
| 7D | -5.4% | +3.5% | -8.9% | -6.1% |
| 30D | -9.9% | +4.6% | -14.4% | -10.9% |
| 3M | -4.6% | -19.7% | +15.1% | -0.5% |
| 6M | -18.5% | -12.4% | -6.1% | -17.1% |
| YTD | -36.5% | -3.9% | -32.6% | -36.8% |
| 1Y | -32.8% | +18.4% | -51.1% | -36.5% |
| 3Y | -32.2% | +88.8% | -121.0% | -44.4% |
| 5Y | -44.7% | +93.5% | -138.2% | -55.9% |
| All | +78.9% | +183.1% | -104.2% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 10y: compounded portfolio wealth divided by compounded CHRW 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…
10y analysis · Full analysis span regression · 6 months rolling