+78.9%
INFY vs COO
+17.0%
+61.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +1.6% |
| 7D | -5.4% | -22.5% | +17.1% | +2.3% |
| 30D | -9.9% | -29.7% | +19.9% | +0.7% |
| 3M | -4.6% | -20.1% | +15.6% | +2.2% |
| 6M | -18.5% | -26.9% | +8.4% | -10.4% |
| YTD | -36.5% | -34.2% | -2.3% | -27.8% |
| 1Y | -32.8% | -21.3% | -11.5% | -28.3% |
| 3Y | -32.2% | -38.7% | +6.5% | -24.0% |
| 5Y | -44.7% | -52.2% | +7.5% | -33.1% |
| All | +78.9% | +17.0% | +61.9% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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