-45.2%
INFY vs CMS
+23.1%
-68.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.7% |
| 7D | -8.7% | +0.2% | -8.9% | -8.7% |
| 30D | -13.0% | -1.3% | -11.7% | -12.9% |
| 3M | -8.8% | -5.4% | -3.4% | -8.3% |
| 6M | -22.6% | -10.3% | -12.2% | -21.9% |
| YTD | -37.3% | -0.2% | -37.1% | -37.3% |
| 1Y | -33.4% | -0.9% | -32.5% | -33.4% |
| 3Y | -32.3% | +34.0% | -66.3% | -35.2% |
| 5Y | -45.2% | +23.6% | -68.8% | -46.1% |
| All | -45.2% | +23.1% | -68.3% | -46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CMS.
Daily Out/Under-Performance
Portfolio return minus CMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMS 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 CMS 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