-39.4%
INFY vs COMP
-13.7%
-25.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.7% | -6.6% | -1.4% |
| 7D | -1.1% | +14.5% | -15.7% | -2.4% |
| 30D | +15.5% | +14.9% | +0.6% | +13.8% |
| 3M | -1.1% | -14.2% | +13.1% | -0.1% |
| 6M | -1.3% | +23.7% | -25.1% | -3.8% |
| YTD | -29.0% | +2.1% | -31.0% | -30.1% |
| 1Y | -23.3% | +26.2% | -49.5% | -25.8% |
| 3Y | -17.8% | +470.9% | -488.7% | -32.9% |
| 5Y | -39.4% | -14.0% | -25.4% | -41.7% |
| All | -39.4% | -13.7% | -25.8% | -41.7% |
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