-17.8%
INFY vs COMP
+431.5%
-449.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.7% | -6.6% | -1.3% |
| 7D | -1.1% | +14.5% | -15.7% | -2.4% |
| 30D | +15.5% | +14.9% | +0.6% | +13.9% |
| 3M | -1.1% | -14.2% | +13.1% | -0.3% |
| 6M | -1.3% | +23.7% | -25.1% | -3.6% |
| YTD | -29.0% | +2.1% | -31.0% | -29.9% |
| 1Y | -23.3% | +26.2% | -49.5% | -25.3% |
| 3Y | -17.8% | +470.9% | -488.7% | -31.5% |
| All | -17.8% | +431.5% | -449.3% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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