-45.2%
INFY vs COMP
-28.2%
-17.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.7% |
| 7D | -8.7% | +0.8% | -9.5% | -8.7% |
| 30D | -13.0% | -13.9% | +0.9% | -11.9% |
| 3M | -8.8% | +30.7% | -39.5% | -11.1% |
| 6M | -22.6% | +18.7% | -41.2% | -24.4% |
| YTD | -37.3% | +1.0% | -38.4% | -38.1% |
| 1Y | -33.4% | +15.1% | -48.5% | -35.0% |
| 3Y | -32.3% | +219.8% | -252.1% | -41.7% |
| 5Y | -45.2% | -28.7% | -16.6% | -49.3% |
| All | -45.2% | -28.2% | -17.0% | -49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling